More than 800 advisers have accessed the BT Generation Series (BTGS) since its official launch in September last year, BT Financial Group has said.
The BTGS, accessible via the BT Wrap desktop, comprises three educational toolkits to help wrap advisers better service the needs of generations X and Y, as well as baby boomers.
“The assessments and presentations available have earned advisers a total of 829 CPD (continuing professional development) points to date,” BT national manager of marketing wrap solutions Natalie Sillar said.
She said 285 were earned through the generation Y toolkit, 273 through the baby boomer toolkit and 272 through the generation X toolkit.
“Dealer groups have also introduced these CPD-aligned presentations to professional development days as a way to educate advisers on the importance of diversifying and growing their client base,” Sillar said.
Dealer groups include Westpac Financial Planning, Professional Investment Services, Count Financial Group, Genesys Wealth Advisers, Magnitude and Lonsdale, she said.
“Seminar presentations, templates and sales tools have also proved popular, particularly with regionally-based advisers who want an easy and cost-effective way to build their client base within their local communities,” Sillar said.
Advisers accessing the BTGS have submitted ideas for new tools as well.
The three projects currently underway include a Family Finance Toolkit, which will provide education and tools to help attract families who have adult children living at home, Sillar said.
The other projects include a section on technical strategies and tips, and a section on how advisers can become a centre of influence within their community.
The new initiatives are likely to be rolled out over March and April this year.
