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Bring in the Experts: What does servicing your clients look like in the new regime?
October 26, 2022 @ 10:00 am - 11:00 am NZDT
Wednesday 26th October – Bring in the Experts: What does servicing your clients look like in the new regime?
We have another great panel discussion lined up for this webinar. Our experts will share their views and thoughts on what the expectations are around looking after clients under the new regime.
Have you changed your approach or put in a new policy for regular client contacts? How many times would you deem it helpful to make contact with clients and provide a great customer outcomes within your FAP?
This session will get you thinking about what you do in your own business and how you build meaningful client relationships for the long term.
Susan Taylor – Financial Ombudsman and Chief Executive Officer, FSCL
Michaela Hunter – Senior Manager, Governance, Conduct and Quality, Fidelity Life Assurance Company Limited
Tim Fairbrother – Financial Adviser and CFP practitioner, Rival Wealth
Luke Jackson – CEO, Resimac
Toni Dodds – Lifetime, General Manager – Standards & Quality Assurance
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.