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, […]
Navigating Level 5 – 1 day course – Core Component
Professional IQ College Level 5, 280 Queen Street, Auckland, New ZealandFinancial Advice New Zealand is announcing the launch of its 1-day courses ‘Navigating Level 5’ - open exclusively for our Members from April 2019. Click the event to find out more.
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.
Navigating Level 5 – 1 day course – Life & Health Insurance
Professional IQ College Level 5, 280 Queen Street, Auckland, New ZealandFinancial Advice New Zealand is announcing the launch of its 1-day courses ‘Navigating Level 5’ - open exclusively for our Members from April 2019. Click the event to find out more.
Navigating Level 5 – 1 day course – Residential Property Lending
Professional IQ College Level 5, 280 Queen Street, Auckland, New ZealandFinancial Advice New Zealand is announcing the launch of its 1-day courses ‘Navigating Level 5’ - open exclusively for our Members from April 2019. Click on the event to find out more.
Mortgage Lending – for New Advisers Course April 2019
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 ZealandThis meeting is being held on Tuesday, 30th April 2019. Click on event to register.
Auckland Regional Meeting
Remuera Golf Club 120 Abbotts Way,, Auckland, New ZealandAgenda and Venue: TBC
