Upcoming webinar

What drives productivity in advice? New benchmark research reveals the key drivers

Thursday 12 November 2026

12:00pm – 1:00pm AEDT

Up to 1 CPD hours available 

Register now

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Session Overview

Productivity is one of the biggest challenges, and opportunities, facing the advice profession. As technology and AI continue to evolve, practices need a clearer understanding of what drives efficiency, scalability and profitability, and where productivity gains are most likely to be achieved.

Drawing on new industry research measuring productivity across advice practices, this study provides insights into where productivity gains are made an lost within advice practices, highlighting the factors that influence efficiency and growth.

Attendees will gain access to data-driven insight to help practices assess their own performance and identify opportunities for improvement. This webinar will also explore the role of technology, workflow design, operational processes and practice habits in supporting advisers to deliver high-quality advice more efficiently.

Beyond productivity alone, the findings highlight the drivers of profitability, capacity and long-term business performance. The webinar will highlight practical strategies, tools and innovations that are helping advice businesses streamline operations, improve client outcomes and unlock greater value from their technology investments.

Meet your speakers

Andrew Inwood

CEO, CoreData

Andrew Inwood is the founder and principal of CoreData and has more than 30 years’ experience in the Australian financial services industry. He started his career at Rothschild Australia Asset Management where he headed the marketing team, before moving to AMP Investments where he spent more than a decade. During his time at AMP, he was seconded to Virgin Direct in the UK to help establish the finance and investment arm of the group.

Andrew returned to Australia to be marketing director of Wizard Home Loans. From Wizard he moved to Telstra where he spent three years as general manager of applications and hosted services, before leaving to start CoreData. In the past 20 years, CoreData has expanded out of Sydney to have offices in Perth, London, Boston and Manila.

Andrew is the author of more than 50 pieces of significant research into clients and their behaviour and has a particular focus on the value of the client experience in financial services. He is a highly regarded speaker and has delivered keynote speeches in every Australian capital city, London, Edinburgh, New York, Tokyo, Queenstown, Monaco and Berlin.

Andrew has served on a number of charity and sporting club boards and been a seed investor in and director of a number of start-up businesses, particularly in the online sector, a practice which he continues to this day. He has a Bachelor of Economics from the University of Sydney ASIA.  

Greg Hansen 

Strategy Executive, Hub24

Greg Hansen is Executive, Group Strategy at HUB24 and is focused on the development of technology solutions to help advisers create capacity and reduce the cost of generating and implementing high quality advice.

Greg has spent 30 years in the Australian financial services industry, most recently partnering with Paul Rogan to start up Retirement Essentials. Prior to that he had roles in Strategy for Advice and Distribution businesses across Challenger, ANZ, and CFS.