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Theme for the Day : Bounce, change and opportunity
The focus of this day is on the future and the changes we face both globally, nationally and in our own businesses.
You’ve heard of IQ and EQ; this century belongs to those that are quick to read and act on signals of change. People with a high Adaptability Quotient (AQ): the ability to thrive in unpredictable environments. Instead of being really good at doing one thing, adaptive people are really good at learning how to do new things.
Drawing on the latest insights from the worlds of technology, neuroscience and management, this talk reveals why the best predictor of success is how individuals and organisations embrace rapid experimentation. You will walk away with an understanding of what it takes to foster AQ, how to identify it in others, and how it can be a superpower for anyone looking to maintain an advantage in the next economy
Theme for the day : Data security for private information and unsecure client data.
This day provides a global overview of the future of technology (broadcast from USA) with a view to look at cybersecurity and the cloud.
+ What technologies are emerging? Merging?
+ The 5 Habits all digital leaders practice
+ Why simple is critical, but simple is hard
+ Producing & protecting your best Digital Stamp
+ The art of being Flawsome: failing fast, failing forward, failing better
“You’ve made such a difference for us — it’s hard to articulate the different types of positive impact your virtual messages have had.” — Disney
“His depth of insight and breadth of examples have prompted us to shift our thinking on leadership by design.” — Starbucks
Are you ready for the new disclosure requirements?
Come along to our Masterclass and work through practical examples on how to implement the various stages of disclosure in your advice process and business. We will work through a case study on a business, including website (publicly available information), advice documents and how to clearly disclose how you are paid for your advice. This session will surely stimulate good discussions with fellow attendees and help inform you on your obligations at a practical level.
Theme for the day : Customers and building trust relationships
The day will allow you to understand the importance of trust and how they are built over many platforms and the behavioural change required for on-line relationships.
This workshop will provide practical tools for building a brand that clients and stakeholders can trust, especially in an increasingly chaotic and digitally connected world. We first explore what a ‘brand’ means and how this can be explored from multiple perspectives. From here we look at ways in which digital technologies can be used to establish and maintain trust in yourselves and brands. We conclude with practical tips for maintaining brand trust as practices grow, client demands change and the business environment becomes more changeable. The session would be particularly relevant to those looking to build their online presence, understand how to use social media beyond an advertising platform, those wanting to improve their connections in a disconnected landscape and those just looking to build trust in their brand in the eyes of their clients.
Are you ready for the new disclosure requirements?
Come along to our Masterclass and work through practical examples on how to implement the various stages of disclosure in your advice process and business. We will work through a case study on a business, including website (publicly available information), advice documents and how to clearly disclose how you are paid for your advice. This session will surely stimulate good discussions with fellow attendees and help inform you on your obligations at a practical level.
Theme for the day : The power of advice versus selling
This session will highlight the difference between the advice and selling and how to transform your business accordingly.
– The 3 proactive behaviours you will need to focus on in order to demonstrate that you are a Needs-Based Adviser, rather than a product provider.
– Review the 4 parts to creating a world-class solution providing a memorable experience for your Customers.
– The 5 motives that your Customers need you to meet in order for them to build a great long term connection and relationship.
– You will discover there are 3 attitudes you need to amplify in your business and the 3 not negotiable standards you need to have to create a Customer-Centric Culture.
Are you ready for the new disclosure requirements?
Come along to our Masterclass and work through practical examples on how to implement the various stages of disclosure in your advice process and business. We will work through a case study on a business, including website (publicly available information), advice documents and how to clearly disclose how you are paid for your advice. This session will surely stimulate good discussions with fellow attendees and help inform you on your obligations at a practical level.
Register Now!
Click below to register for the 2020 Financial Advice NZ Virtual Conference
Financial Advice NZ Conference 2020
Contact us
Organiser : The Conference Team NZ
Contact : Alton Craig
Address : 5/337 Harewood on the Park, Christchurch, 8543
Ph : 03 359 2606
Email : alton@conferenceteam.co.nz
Website : www.conferenceteam.co.nz
Disclaimer
The information detailed on the website is correct at the time of publication. The convenors reserve the right to change activities, topics and presenters where necessary. Neither the organisers (The Conference Team Ltd) nor the convenors shall be liable for any loss caused by the cancellation or abandonment of the event where such cancellation is due to Force Majeure. The term “Force Majeure” means any circumstance beyond the reasonable control of the organisers including but not limited to war, hostilities (whether war be declared or not), terrorism, aircraft hijacking, military operation, riot, civil war, rebellion, civil commotion or unrest, pandemics or natural disasters, Acts or Regulations of government, refusal to grant visas, explosions, transport delays, transport difficulties and the insolvency of airline carriers. The organisers will use all reasonable efforts to conduct the event despite the intervention or occurrence of any such cause. Changes will be notified on this website