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“Australia’s BIGGEST and BOLDEST business event for the world of accountancy and finance management”

20 - 21 March 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

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What do SMSF clients want? Your chance to find out

BT Theatre
Sales & Marketing
Wealth & SMSF

Ever stopped to ask your SMSF clients what they want from you? Here’s your chance to get answers to all your questions. Three business owners will give their frank and honest opinions about privacy versus convenience, how often they want to hear from you, and how they want to receive updates.

Key takeaways:

  • Understand what SMSF clients expect from your customer service and what they will pay for
  • Find out whether your clients would use robo-advice and trust it
  • Discover what clients really think about portals, how they use them and what they really want