Webinars

Discover myprosperity’s full and extensive capability with webinars on the latest and best features and integrations to drive efficiencies and enhance your client experience.

 

 

Upcoming webinars

All about documents training webinar

Client Persona: Engaging the SME clients

Tuesday 5 March 2024, 12 pm AEDT

 

We will delve into how to engage your SME clients, like Basil the small business owner.

Topics include:

  • Creating and authorising users within an entity workspace
  • Dealing with asset allocation
  • Getting docs signed and forms filled by the right people
  • Understanding the importance of separation of the entity

Aimed at: Beginners – Intermediate using entities as a client.

Don’t miss out. Register now!

 

Previous webinars

Unlock the secrets to a streamlined financial practice in 2024

We hosted Carolyn Bindon, a co-founder at Wealthmed Australia Pty Ltd, an established multi-disciplinary accounting and financial services practice, and MasterChef top 30 finalist. Carolyn is a seasoned professional in the financial advice industry, with over 40 years of experience. She is well known for simplifying complex issues and helping clients focus on what truly matters, freeing them from the burden of paperwork.

In this webinar, we reveal how to supercharge your practice by:
–  Overcoming key business challenges with smart practical solutions
–  Implementing practices for consistent growth and efficiency
–  Utilising myprosperity to streamline your operations for 2024
–  Leveraging technology to enhance operational efficiency and client engagement

Save 400 Hours for your team this tax season

Aris Liacopoulos and Trent Mclaren unpacked how our client Montgomery Kirsz, Director of Grimsey Wealth, managed to get back 400 hours this tax season. Since implementing myprosperity into their practice they have saved on average 15 minutes of time per tax return, and we are going to break it down for you. See how to supercharge your practice by:

  • Streamlining time-consuming tax return processes
  • Centralising scattered client data records
  • Implementing safe and secure storage of sensitive financial records

myprosperity & Feedsy :  Enhance your Digital Efficiencies

Our very own Karolina Kuszyk “KK” takes you through some key features in the portal and how they can enhance Security, Efficiency and the Client experience.

APS x myprosperity: Reduce the double handling of client lists and contact information and gain more functionality in one platform

Australian market leading practice management software is integrating with myprosperity’s powerful portal solution for clients to engage and collaborate with their financial professionals.

Discover how you can securely connect with your clients, collaborate for information, communicate and keep track of important workflows of a particular task or job. Giving the client a first class client experience. Hosted by myprosperity Chief Product Officer, Josh Centner, National Training Manager Karen Kairouz and the APS team headed by Campbell Ross.

What’s new at myprosperity

We’re thrilled to bring you some of our most exciting platform enhancements . Join Chief Product Officer, Josh Centner and find out what’s new at myprosperity… and what’s to come!

Key topics include:

★ Enhancements to digital document signing with Multi page and Evidence Summaries
★New look client page
★ Mobile App enhancements -design uplift
★ Rooms emails and so much more

 

Annature x myprosperity: A seamless eSignature workflow

Australian eSignature platform Annature is integrating with myprosperity’s powerful portal solution for clients to engage and collaborate with their financial professionals in a seamless digital workflow.

Discover how you can securely request eSignatures from clients, track signature requests and provide a world class client experience in this upcoming webinar hosted by myprosperity Chief Product Officer, Josh Centner and Annature Founder and Chief Technology Officer, Corey Cacic.

Implementing a secure client portal

myprosperity Head of Wealth, Karolina Kusyk (KK) is joined by Stanford Brown’s Head of Advice Operation, Lori Chappel and Advice Projects Leader, Alison Maine to bring you an insightful webinar exploring how they implemented a secure client portal in their advice firm.

Key topics include:

★ Create efficiencies for advice firms
★ Enhance the client experience
★ Digitise the advice process
★ Improve compliance outcomes
★ Compliment the use of Xplan
★ Cyber security

What’s new at myprosperity

We’re thrilled to be back for 2022 with some of our most exciting platform enhancements yet. Join Chief Product Officer, Josh Centner and find out what’s new at myprosperity… and what’s to come!

Key topics include:

★ Enhancements to streamline the partner portal navigation
★ New Xplan full fact find integration
★ Adding Annature for efficient document signing
★ Refined eSigning integration across all partners

Becoming an efficient practice

What does it take to lead an efficient advice practice in 2022? Our own KK is joined by Melissa Roberts from Fitzpatricks Hunter Valley in our webinar, ‘Becoming an efficient practice’ to share her experience as a tech-led Practice Manager.

Key topics include:

★ Adding value to the client engagement journey
★ The role of Rooms, eSigning, mini Fact Finds & client data in effective practice management
★ How Melissa incorporates myprosperity to drive efficiencies and increase engagement