Bring in the Experts webinar series
Webinars will be recorded and can be viewed from our webinar library on our members site.
Upcoming Webinars:
- Wednesday 29 March, 10am – How well are you securing your clients’ data
- SUPER WEDNESDAY 5 April, 10am – Decumulation and changing your clients’ mindset from saving to spending
- Wednesday 12 April, 10am – Be a brand your clients value
- Wednesday 19 April, 10am – Effective Communications: De-escalating and difficult behaviours
Wednesday 29 March, 10am
How well are you securing your clients’ data?
What are the chances of a cyber-attack on your business? It’s not if. It’s when! Financial professionals are 300 times more likely to be targeted than any other business. So having a plan, security settings and processes in place is not a nice to have, it’s a must-have.
Yet for financial advisers who have spent the past two years making sure everything else is in place, cyber security can feel like it is yet another confusing and confronting thing to do. Fraser is here to simplify the subject, get you in the right headspace and provide practical tips you can take back to your business and implement.
This webinar is designed to help you protect your client’s data, and in doing so protect your professional reputation and business valuation.
As the founder of The Cyber Collective, Fraser Jack is on a mission to ensure every client can trust their financial professionals to protect their confidential information safely. He would love you to join him on this mission.
Having run a financial planning practice, working in and around the profession for over 20+ years, including many years working with technology, Fraser understands the reasonable steps professionals must take to protect client data. Fraser brings practical insights and analogies to help financial professionals understand confusing, confronting and unfamiliar cybersecurity jargon.
How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.
SUPER WEDNESDAY – 5 April, 10am
Decumulation and changing your clients’ mindset from saving to spending
Join us for a comprehensive discussion on decumulation and cashflow modelling tools to better support your client’s change of mindset from saving to spending during retirement.
As financial advisers, we take so much time teaching clients to save and invest over many years that when the time comes for them to live off their investments, changing their mindset to spend confidently can be challenging.
In this session our expert panel will share their insights into what advisers can do to help clients that are struggling to make the shift. Learn practical tools and ask questions about how to get your clients to understand the relationship between assets, income and retirement goals so they can spend their hard-earned savings with greater certainty.
On the panel are:
+ Chris Douglas – Principal at MyFiduciary and Fi360 Pacific
After starting out his career in 1999 at New Zealand Financial Planning, Chris has over 18 years investment experience working in Auckland, London, Sydney and Chicago and is passionate about the advice industry. In his role at MyFiduciary, he supports advisers and other fiduciaries through the provision of world-class fund manager research and tools. He also serves the Investment Committees for a range of entities including PIA Group, Milestone Group and Saturn Advice.
His previous role was Director and Manager of Research for the Asia-Pacific region at Morningstar (Sydney). In this role Chris led Morningstar’s qualitative and quantitative fund review processes, and chaired the Investment Committees for Australia, New Zealand and India. Prior to this role, Chris worked in Chicago and led a team of around 50 analysts across seven countries who collected Morningstar’s managed investment data. Chris has also worked at AllianceBernstein and F&C Asset Management in London.
Chris holds a Bachelor of Commerce Degree from Lincoln University (New Zealand) and the AIFA® designation.
+ Ben Brinkerhoff – Head of Advice, Consilium
Ben has been with Consilium since the foundation of the business, and is responsible for Consilium Partner Services and business development, and sits on the Consilium Investment Committee.
Ben works with partner firms to grow and develop their ideal advice practice through engaging advice processes, efficient business systems, increased investor education and goals-based advice, while finding their marketing and business development niche.
Ben writes many articles and whitepapers for Consilium and published his first book, A Little Book of Financial Wisdom — Clarity in the midst of a financial crisis, which is a collection of articles written in the midst of the COVID-19 crisis.
With over 20 years’ experience in financial services, previous roles include General Manager of Bradley Nuttall, Chief Operations Officer of Index Funds Advisers, LLC in the United States and in various Economic Consulting roles in the US and abroad.
Ben has a BA in History and Economics from the University of California.
+ Royden Shotter – Founder & Creator at Planolitix
Royden is a practising Financial Planner with more than 20 years of experience across mortgages, insurance, investment and retirement planning. Outside of his Advisory role he actively engages with the wider financial advice industry, advocating for action that improves adviser and client outcomes.
Royden created the online financial modelling software Planolitix and is currently on the board of the TripleA (Advisers Association).
As an advocate for higher education, Royden has a Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University and is a completed his Massey University studies and Certified Financial Planner (CFPCM) practitioner, adhering to the high standards of professional competency and ethics required.
How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.
Wednesday 12 April, 10am
Be a brand your clients’ value
Don’t miss out on the chance to join Ciaran Jack, from Obvious Brand Partners, on how to “be a brand your clients’ value.”
In this webinar, you will learn about the importance of building a clear and consistent brand identity that aligns with the values and needs of your clients, and how to effectively communicate your brand message to build trust.
You’ll also explore visual identity and narrative, and how to create a multi-channel marketing strategy that reaches and engages your target audience and differentiates your financial services from competitors.
Ciaran has extensive experience working with finance communications, including well-known brands such as Xero, Hnry, and Sharsies, and was a finalist at the Wellington Gold Awards. This is a great opportunity to learn from an expert in the field and improve your brand and communications skills as a financial adviser.
Don’t miss this one, register now!
How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.
Wednesday 19 April, 10am
Effective Communication: De-escalating and difficult behaviours
In many work environments, we may encounter clients (or other stakeholders) who are anxious, upset or concerned, and communicate these emotions in challenging ways, which can take its toll on you and your colleagues.
In this one hour webinar, Kay Chapman from Chapman Employment Relations will introduce advisers to ways of identifying early signs and deescalate situations of unease and confrontation both over the phone and in person. She will provide some immediate tools and tips to help deal with difficult conversations with confidence and to recover from a difficult encounter more easily.
Learning Objectives:
At the end of this 1 hour webinar you will have a better understanding of why the challenging behaviour occurs, how you can identify the early indications and contribute positively to the situation by applying de-escalation techniques.
Course Content:
- You, them and the environment
- Understanding the difficult situation and the other person’s behaviour and motivation
- Types of uneasy situations – What are they really saying? What is happening for them?
- Understanding your own reactions to conflict
- Responding v reacting
- What you are bringing to the situation
- Preventing poor situations from escalating
- Understanding your audience – reassuring, respecting, empathising.
- Techniques for dealing positively with challenging behaviour
- Defusing situational anger – de-escalation techniques
- Exiting the situation – leaving the other person with dignity
How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.
Webinar Replays
(subject to speaker approval)
You can browse and view previous Bring in the Experts webinars in the webinar library on our members site. Log into your account and go to Learning, Education, and Compliance > Webinar Library
