July Virtual Masterclass | Leverage the power of data from Centrepoint.AI to adapt to the new world of advice

Knowledge Areas: Generic Knowledge

Adapting your business to the new world of advice can be difficult, costly and time consuming, “Where do I start?”

We are excited to introduce you to the Centrepoint Alliance Practice Revenue Dashboard which has been built to help your make well informed decisions in a fraction of the time if you would take you to source and analyse the data yourself. Through the combined power of the Centrepoint AI data fabric and your Business Consultant, we can provide you with critical insights about your business, help identify where to focus your efforts and support you in making those changes.

This session is only available for Alliance Wealth and Professional Investment Services practices.

Presenter: Cameron Cogle, Head of Advice and Peter Truong, Business Consultants, Centrepoint Alliance

FASEA CPD areas: General

Topic area: Practice Management

  • 3:15 pm - 3:45 pm