Upcoming webinar
Top Performer Workshop: What Leading Businesses do Differently
Tuesday 31 March 2026
12:00pm-1:00pm AEDT
Up to 1 CPD hours available
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Session Overview
A guided workshop to walk participant’s through the process of how to become a Top Performer. Using the most accurate Financial Benchmarks, exclusive Non-Financial KPI & the Top Performer Report. Financial Planners now have access to accurate, exclusive data to build resilient businesses capable of thriving in both strong markets and challenging conditions. The data will facilitate Top Performance at every stage of your business life cycle: Start-Buy-Invest, Grow-Improve and Value-Succession-Exit-Wealth. During the workshop you will review your completed Risk and Driver Assessment and learn how to build & deliver advisory solutions to SME & Family Office businesses.
Meet your speakers
Scott Monotti
Executive Director, BStar
In my role I work with Accountants, Financial Planners and Business Advisors to help them become Top Performers. Part of this process involves building business solutions they can deliver to Small-Family-SME businesses.
At Bstar we enable practices offering business advisory services to enrich the lives of their clients by providing access to exclusive non-financial KPI data, business valuation/benchmarking tools, and integrated advisory and sounding board solutions.
Over the past 25 years, Bstar has earned the trust of accountants, financial planners, and SME advisers by consistently sharing industry insights, expertise and practical strategies that boost practice profits and values.
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