Webcast discussion on Alternative Remuneration Paper
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandDarrin Franks & Bruce Cortesi are co-authors of the paper ‘Adviser Remuneration: Creating a positive future for advisers, product providers and New Zealanders’. Jane Eschenbach (Wellington Area, Lower North Island Region) will facilitate this interactive webcast and will explore with Darrin & Bruce the main points of the Alternative Remuneration paper.
Best Practice Spotlight: Implementing a Structured Approach to Discovering Client Values
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandBest Practice Spotlight: This is the second webcast in the series based on the research-data from the international collaboration lead by Capital Preferences of USA
Guidelines for Replacement Insurance
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandAdvisers must always act with knowledge, competence and skill in their dealings with clients. Replacing a financial product, even when it is clearly in the client’s interests, can be a higher-risk area for both you and your client.
Residential Property Lending Strand 3 day Workshop
Professional IQ College Level 5, 280 Queen Street, Auckland, New ZealandThis course has been jointly developed between Financial Advice New Zealand and Professional IQ College (PIQ), with input from the major banks. The course includes NZQA accredited Residential Property Lending […]
Central Branch Meeting
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandSpeaker Dr Claire Matthews will talk about the “Current issues in the financial world”
An Adviser Guide to Responsible Investing
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandResponsible and ethical investment has become a major part of the investment landscape across Australasia, with over half of all investments in Australia, and the vast majority in New Zealand, now being invested responsibly and ethically.
Russell Investments New Zealand Summit
Hilton Hotel Princes Wharf, 147 Quay Street, Auckland, New ZealandOur Summit will provide insights from international and local speakers on issues and opportunities facing investors for the year head. A detailed Summit agenda will be available soon.
The Client Experience: Good to Great
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandThe client experience matters for two very important reasons: as a source of new business to help you achieve growth goals, and to help retain your existing clients.Please join Regional Director James Trude, who will share some practical insights into how to elevate the client experience within your advice business from good to great!
Share Conference
Pullman Hotel Corner Princes Street and Waterloo Quadrant, Auckland, New ZealandThis year’s theme will be “Match Fit“. This conference will be a great opportunity to discuss changes in our industry, our organisation and reflect on our many positive relationships with key suppliers.
Cant/Nel Regional Meeting
TBCPutting the “success” in succession planning. Regardless of our own Adviser industry speciality, it is crucial that as Advisors, we are across the subject of personal succession planning for ourselves, […]
