Thinking like a CEO – managing the strategic horizons of you

A skilled leader will simultaneously position a business to manage the short term environment while positioning to capitalise on growth opportunities over the longer term. In this critical time of the advice industry.

Learning outcomes:

• This session will look at key strategies to ensure current clients remain engaged and value your service, leverage trust and build loyalty.
• Discuss the ways to simultaneously future-proof your business and position your business to take advantage of the industry disruption, consolidation and uncertainty.
• Provide guidance on how to pivot your business to be an engine of growth and deliver an exceptional experience to your clients.

   

CPD  1 hour structured, Area: Practice Management  Level: Advanced

Cost:  free to Members

Click here to view Tim’s presentation to an adviser conference in London https://www.youtube.com/watch?v=gKwUqx5hcxM

About the Presenter:  Timothy Noonan, Managing Director Advisory and Intermediaries Business Solutions

Tim leads Russell Investments’ effort to serve advisors by keeping them abreast of Russell Investments’ positions on a broad range of investment research, economic and market environment, product and client service topics. Tim has extensive expertise in developing Client service strategies. In 2006 Tim was appointed head of product development and management for Russell Investments’ U.S. private client services business, at which time he formed the Capital Markets Insights group. Tim frequently represents Russell Investments at client and industry events and with the media. From 2009 through 2011 Tim split his time between the Seattle headquarters and London office to develop Russell Investments’ program for Independent Financial Advisors in the UK. Tim holds a B.A. from the University of Michigan and is the author of Someday Rich: Planning for Sustainable Tomorrows Today

Venues & format

Auckland – Northern Club, 19 Princes Street, Monday 8 April 12-1.30pm,  Working lunch – arrive prompt for 12pm luncheon

Wellington – Wellington Club, 88 The Terrace, Tuesday 9 April 12-1.30pm,  Working lunch – arrive prompt for 12pm luncheon

Christchurch – Canterbury Club 129 Cambridge Tce, Wednesday 10 April 10-11.30am,  Morning tea – followed by presentation

RSVP – email directly to  Jacqui Robertson TEAM SUPPORT Russell Investments  jerobert@russellinvestments.com   p. +64 9 3593574
This is a complimentary event for Members  Please state which venue you wish to attend.  Numbers are strictly limited and allocated on a first come first serve basis.

Important note:  Cancellations – if you cannot attend – please phone Jacqui as soon as possible to free up a space.

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