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September 2024
The role of emotion and chemistry in client decision-making
Emotion and chemistry are at play in every encounter you have with your clients and will impact their decision making throughout the advice process. Your interpersonal skills in reading their mood and adapting your communication approach will have an influence on your client outcomes and the creation of sustained client relationships.In this webinar Kerry will address:what your client needs to experience to achieve positive chemistry with youthe difference between mood versus personality types and how to quickly read the mood of…
Find out more »Creating an equitable advice experience for couples
60% of couples have significant differences in their risk preferences – do you know which couples in your client base they are?In this session, we'll explore the Not So Odd Couples - crafting equitable advice experience for modern couples, study of 190 couples to understand the business and ethical risks of not providing equitable advice. Discover how to elevate your advisory practice by delivering fair and tailored advice, ensuring every client relationship is valued and every client feels understood.Learn practical…
Find out more »October 2024
Canterbury Branch Meeting
Join your peers at the Canterbury Branch meeting to elevate your online presence. Digital marketing training specialist, Bruna Keller will deliver a focused workshop designed for financial advisers and Financial Advice NZ members, Cam Irvine of Irvine Wenborn Partners and Kieran Sutherland of CIC Financial will share how they generated leads using social media tools.Understand the essentials of digital marketing and personal branding. Explore basic SEO techniques and practical steps to enhance your online visibility.Key Learning Outcomes: • Understand the basics…
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