Bring in the Experts – Your Locum Adviser Checklist

This webinar builds on our popular presentation from last year – Taking care of your clients when you can’t: How to include a locum adviser agreement in your BCP. We will provide a recap of considerations for your Business Continuity Plan (BCP), an overview of the locum financial adviser’s role, and how we can support you in finding a locum who is the right fit for your business.

We will also welcome Financial Services legal expert Tracey Cross of Tracey Cross Legal and Business Solutions to share her insights. Tracey will discuss legal contracts, some practical considerations, and share her experience as to what works and what doesn’t when you engage a locum to take care of your clients.

This is a great opportunity to have your questions answered and ensure you have the right processes and agreements in place before engaging with a locum in your business.

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.