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CA Catalyst presents Demystifying Advisory for Public Practice


Receive 25% off on selected products as part of our EOFY Sale. Save 40% when you spend between $600 and $1,000 on selected products, and save 50% when you spend $1,000 or more on selected products. Offer ends 12pm (AEST) 30 June 2021.

To gain clarity on what Advisory is and what it isn’t. To ascertain the personal skills needed and how to adopt them. To understand the organisational capabilities needed to transition to and gain further revenue from advisory work. What client expectations are now and in the future.

About

To help, CA Catalyst is bringing together a panel of experts to help you understand what to do to make the most of the opportunities that advisory presents.

The panel will discuss:

  • What Advisory is and what it isn’t.
  • What personal skills are needed to transition to advisory both of yourself and your team.
  • What organizational capabilities are needed to evolve your firm to an advisory model; such as technology and process optimisation and overall business model innovation.
  • What the low hanging fruits are and what a significant evolution to advisory looks like.
  • What clients expectations are and the what future of advice looks like.
  • Benefits

    Extra Benefits; alerted to early invite for limited capacity Advisory workshops and Accelerator Program.


    EVENT DETAILS


    Topic: Business Mindset, Financial Advisory and Superannuation, Future Focused, Reporting, Tax

    Sub-Topic: Building Knowledge, Business Planning & Analysis, Business Reporting, Financial Modelling, Financial Planning & Advisory, Financial Reporting, Future of Business, Personal Effectiveness, Strategies for Success

    Format: Recorded Webinar

    Proficiency Level: Foundation, Intermediate

    CPD: Upto 1 hours