As a member of the BT Select community, you have the ability to choose from a suite of market-leading services, designed specifically to increase and safeguard the value of your business. Our vision is to deliver market leading practice management solutions and efficiencies to protect and grow your brand, licence and reputation.
To find out more about the services on offer at BT Select, access our corporate brochure here.
We partner with you to assist you in managing your obligations as a licensee. Our team is highly skilled and commercial in their approach, with extensive regulatory and governance experience.
In an increasingly rigorous regulatory environment, we work closely with you to help ensure that your compliance obligations are met. Our approach is to interpret and communicate compliance requirements in an easy to understand and practical manner, enabling you to conduct business with confidence.
You will have access to a range of easy-to-use advice templates and documentation to help you provide compliant advice to your clients and increase the efficiency of your back office. Through our strong network, experienced paraplanners are also available to support your business during busy periods, or on an ongoing basis.
BT Advice Research provides a solutions based quality Research offer. The team operates an end to end model that promotes the best outcomes for your clients and supports your fiduciary obligations.
Access a team of technical specialists and receive regular publications to keep you and your clients up-to-date with the latest opportunities and changes.
At BT Select, you have the opportunity to attend regular professional development days, technical master classes, responsible manager forums and webinars, designed to not only cater to your ongoing continuing professional development (CPD) requirements but to provide valuable opportunities to exchange ideas with other members of our community.
Our marketing and communication tools are designed to promote your business, your expertise and your brand, helping you attract new prospects and provide a high level of ongoing service to your clients.
Access is available at preferred rates to a range of financial planning software and tools to help drive efficient operations in your office.