Webinars
Master your wealth portal journey.
Our interactive webinars feature product updates, live demos, real-time Q&A and tips from our in-house experts.
What’s new at myprosperity (20 mins)
Audience: myprosperity Partners
Summary: Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar. Missed one? Catch up here.
What’s new at myprosperity (20 mins)
Audience: myprosperity Partners
Summary: Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar. Missed one? Catch up here.
Training: Onboarding clients (12:00pm AEDT, August 18)
Audience: myprosperity Partners
Summary:
Karen will look at the top onboarding strategies and how they work. Gain insight into how leading firms are successfully using the platform for client engagement from inception.
Training: Identify new opportunities (12:00pm AEDT, August 14)
Audience: myprosperity Partners
Summary:
Karen will look at the opportunities in your Partner dashboard, from setup to use and how it can streamline the use of information for greater lead generation.
What’s new at myprosperity (12:00pm AEDT, August 25)
Audience: myprosperity Partners
Summary:
Stay informed on all the latest news in our industry and developments to the portal in our monthly webinar hosted by CEO, Stephen Jackel.
Training: Client cashflow & budgeting (12:00pm AEDT, September 1)
Audience: myprosperity Partners
Summary:
Karen will focus on cashflow specific processes such as creating rules for your clients, reviewing categories, tax tags and other handy tips including budgeting and managing duplicates.
What's New at myprosperity (July)Stay informed about what’s trending in the Advice industry, enhancements to portal features and myprosperity stars who are championing technology in this latest webinar by Stephen Jackel, CEO of myprosperity.
What's New at myprosperity (June)Join CEO, Stephen Jackel for an update on the latest product features and developments to the wealth portal in this end of financial year webinar.
What's New at myprosperity (May)Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar.
6 most improved features in myprosperity with Chris RiddJoin Chris Ridd as he takes us through the 6 features in the wealth portal that have improved significantly and helped provide better insights into his financial position.
What's New at myprosperity (April)Join CEO, Stephen Jackel and our product experts for an update on what’s new and ask them your questions. Hear about new features and the latest developments to the wealth portal in this monthly webinar.
Business just got personal: Go multidisciplinaryJoin Peter McCarthy as he takes us through why finances professionals can be collaborating in one place to achieve their clients’ financial goals.
Client preparation: COVID-19 Wealth KitJoin myprosperity CEO Stepen Jackel as he takes us through what is included in the COVID-19 Wealth Kit which is now available to all wealth portal users. This webinar will have a particular focus on preparing your senior clients for the challenging times we’re experiencing.
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