Loading Events

« All Events

  • This event has passed.

Bring in the Experts: Tools for your business part 2: Make your business smarter

May 18 @ 10:00 am - 11:00 am NZST

Bring in the Experts

Bring in the Experts: Tools for your business part 2: Make your business smarter

This webinar is all about reviewing and refreshing your business tools by learning how certain apps can improve productivity in your financial adviser practice.

We are excited to welcome Heather Smith, Chartered Accountant, and author of ‘Xero for Dummies’ and ‘Learn Small Business Startup in 2 Days.’ Heather will run you through some project management add-ons, client communication tools, documentation storage solutions, cashflow forecasting options and more. She will also be able to answer questions you have about your business applications as well as provide some guidance on how to streamline your day-to-day business processes.

This is a webinar all members are sure to benefit from so make sure you come along and take away some simple tips and tools you implement in your business straight away.

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.

CPD will automatically be applied to member’s accounts 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.


May 18
10:00 am - 11:00 am




Financial Advice New Zealand
0800 432 101