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
Understanding your client’s experience
Tuesday 30 July 2024, 12 pm AEDT
Join our training team as they take you through an in-depth look into the client experience for both the desktop and the mobile app.
We will go inside the client experience seeing it from their eyes and what they go through, everything from notifications to actioning tasks and so much more.
Don’t miss out. Register now!
Previous sales webinars
Tax planning with myprosperity
Let myprosperity show you how to streamline EOFY tax planning for you and your clients, all within a single, secure online client portal accessible for your clients via desktop or a convenient native mobile app.
Aris Liacopoulos, our Head of Sales (Accounting) hosts this webinar with great partner insights from Karen Kairouz, our Training & Onboarding Manager. The session includes:
- Task management
- Digital Forms (i.e. tax checklists)
- eSigning
- Rooms
- Client portal – mobile app
Explore how we can help transform your EOFY preparations with this great hands-on webinar.
Guided tour of myprosperity
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.
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
