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Effective Client Communication – POSTPONED

December 4 @ 2:30 pm - 3:30 pm NZDT

Effective Client Communication – Tom Fellows

THIS EVENT IS POSTPONED UNTIL EARLY 2020

Taking complex financial topics and making them accessible to clients is one of the greatest challenges faced by financial advisers.

Within this webcast we will explore some tools that can be employed to help communicate these concepts in a simple way, offering clients a different level of understanding and appreciation of key investment principles.

 

Tom Fellowes is regional director in Dimensional’s Sydney-based Financial Adviser Services team, working with advisers to aid the delivery of consistent and successful investment experiences to their clients. In this role, Tom updates financial advisers on capital market research, assists in communicating investment concepts and consults on asset allocation and business development issues.

He holds a bachelor’s degree in economics and business management from the University of Newcastle-Upon-Tyne. This course included a year’s work placement working at First State Investments in Edinburgh. He worked in Dimensional’s London office supporting UK and European advisers from 2007 to 2015, and therefore brings a global perspective to the business.

Dimensional is partnering with Financial Advice NZ to provide a virtual webcast series to share valuable insights into Investment Planning, Personal Development and Practice Management to equip adviser and advisory firms with the skills needed to grow a successful business upon a solid theoretical foundation.

 

NOTE:  THIS IS A COMPLIMENTARY WEBCAST FROM OUR LEARNING PARTNER

CPD:    60 STRUCTURED MINUTES

 

Members: After the event we will enter your attendance into your online CPD log

Non-members:  We will send a PDF of your attendance

Please register directly with them using the link below. LINK FOR THIS EVENT WILL BE COMING IN EARLY 2020

 

Details

Date:
December 4
Time:
2:30 pm - 3:30 pm
Event Category:

Venue

Online
Link to watch/listen will be sent to registrants on the day before the event New Zealand + Google Map