Join us for an insightful webinar with David Greenslade, Executive Director of Strategi, where we delve into the world of impactful Statements of Advice (SoA) in the financial advice industry.

Discover the key elements and best practices that make an SoA truly effective and compelling for clients. Learn how to structure your advice in a concise and engaging manner, while ensuring regulatory compliance. Gain valuable tips on presenting complex financial information in a clear and understandable way, empowering your clients to make informed decisions.

As the owner of Strategi Group and with a deep understanding of regulatory training, David brings a wealth of expertise to the table. His impressive credentials include being a ‘lead auditor’ and his involvement with the New Zealand Organisation for Quality. He is a member of the Institute of Management and Leadership (MIML) and the New Zealand Institute of Directors. Notably, he serves on the expert panel of the Financial Dispute Resolution Service and the Financial Services Sector Review Group (FS-SRG), which is responsible for developing new educational qualifications for financial advisers. Additionally, he holds positions on the boards of Britannia Financial Services and Milestone Direct.

Whether you’re a seasoned professional or new to the industry, this webinar will equip you with the knowledge and tools to create SoAs that leave a lasting impact and enhance client satisfaction. Don’t miss this opportunity to refine your skills and elevate your practice to new heights.

Register now and unlock the secrets of crafting impactful Statements of Advice.

About Strategi:
Strategi has been providing compliance reviews for financial advisers for over 20 years. Their experienced team includes individuals with financial adviser qualifications, law, and business degrees. They offer robust, independent, and professional Compliance Assurance Reviews to help businesses comply with their FAP license obligations. Strategi’s expertise extends to AML/CFT training, advisory, and audit services as well.

If you register early you will be sent an email with a link directly to the webinar.

Free for Members | $50+gst for non-members

Earn 1 CPD hour towards Business. CPD certificates for members will be sent via email within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page. If you’re using Ontrack by Kaplan Professional, certificates can be accessed within the platform and will not be emailed.