Webinars  /  Client engagement  /  Your Guide to FBT & Trust Distribution Engagements
64 mins 13 Mar 2024

Whether you're new to FBT and Trust Distributions or looking to refine your approach, this webinar will equip you with industry-leading strategies. Join Rebecca Mihalic FCA, Director at businessDEPOT, as she guides you through the essentials:

  • Mitigate Risk, Add Value: Discover the critical timing of FBT and trust distribution engagements to protect and enhance your client relationships.
  • Ensure Profitability: Learn how to price your FBT and trust distribution services effectively, ensuring your efforts pay off.
  • Educate Your Clients: Gain insights on simplifying complex concepts for your clients, making you an indispensable part of their financial planning.
  • Leverage Technology: Explore innovative tools to streamline your engagements and make this EOFY your most efficient yet.