Events Search and Views Navigation
July 2023
Bring in the Experts: Crafting impactful Statements of Advice that are effective and engaging
Join us for an insightful webinar with David Greenslade, Executive Director of Strategi, where we delve into the world of impactful Statements of Advice (SoA) in the financial advice industry. Discover the key elements and best practices that make an SoA truly effective and compelling for clients. Learn how to structure your advice in a concise and engaging manner, while ensuring regulatory compliance. Gain valuable tips on presenting complex financial information in a clear and understandable way, empowering your clients to make…
Find out more »Bring in the Experts Webinar – Understanding complaints: Trends, case studies and best practices for financial advisers
In this insightful webinar, join Susan Taylor, Financial Ombudsman and CEO of Financial Services Complaints Ltd (FSCL) and deepen your understanding of complaints and trends within the financial services industry. Committed to resolving complaints in a fair and impartial manner, Susan will share lessons learned from resolved complaints and discuss recent cases involving advisers. She will highlight what went wrong and provide valuable insights on how to avoid similar pitfalls. As the head of FSCL, an independent not-for-profit dispute resolution…
Find out more »August 2023
Regional Roadshow: Out of the Box Tour – Auckland
Regional Roadshow: Out of the Box Tour - Auckland, 1 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser starting your career, a mortgage adviser, an insurance adviser, an investment adviser, or a financial planner, our Out of the Box tour this event has…
Find out more »Bring in the Experts – Harnessing the power of internet marketing to find new customers
Join Richard Calkin, Founder of Web Genius and take your marketing efforts to new heights and discover the incredible power of the internet to find new customers and keep them coming back for more. Richard will take you on a journey through key highlights from the soon-to-be-released fourth edition of his book: The Kiwi Business Hero's Internet Marketing Handbook. The content provides a 360° view of internet marketing for Kiwi businesses and how to harness this power to find new customers and keep…
Find out more »Regional Roadshow: Out of the Box Tour – Cambridge
Regional Roadshow: Out of the Box Tour - Cambridge, 3 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser starting your career, a mortgage adviser, an insurance adviser, an investment adviser, or a financial planner, our Out of the Box tour this event has…
Find out more »
