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March 2023
Out of the Box Tour – Christchurch
Out of the Box Tour Financial Advice NZ is excited to be touring around the regions in 2023. We will be on the road in both March and August bringing expert knowledge and networking to financial advisers in your region. Coming along for the ride will be a line-up of speakers who will share their expertise on specialist topics, the markets and economy, and current legislation and regulations. We will also be discussing the Professional Liability Insurance environment, making time…
Find out more »Out of the Box Tour – Queenstown
Out of the Box Tour Financial Advice NZ is excited to be touring around the regions in 2023. We will be on the road in both March and August bringing expert knowledge and networking to financial advisers in your region. Coming along for the ride will be a line-up of speakers who will share their expertise on specialist topics, the markets and economy, and current legislation and regulations. We will also be discussing the Professional Liability Insurance environment, making time…
Find out more »April 2023
Bring in the Experts SUPER WEDNESDAY – Decumulation and changing your clients’ mindset from saving to spending
Bring in the experts SUPER WEDNESDAY Decumulation and changing your clients’ mindset from saving to spending Join us for a comprehensive discussion on decumulation and cashflow modelling tools to better support your client’s change of mindset from saving to spending during retirement. As financial advisers, we take so much time teaching clients to save and invest over many years that when the time comes for them to live off their investments, changing their mindset to spend confidently can be challenging.…
Find out more »Bring in the Experts – Be a brand your clients value
Bring in the experts - Wednesday 12 April, 10am - Be a brand your clients value Don’t miss out on the chance to join Ciaran Jack, from Obvious Brand Partners, on how to “be a brand your clients value.” In this webinar, you will learn about the importance of building a clear and consistent brand identity that aligns with the values and needs of your clients, and how to effectively communicate your brand message to build trust. You’ll also explore visual identity…
Find out more »Bring in the Experts – Effective Communications: De-escalating and difficult behaviours
Bring in the Experts - Effective Communications: De-escalating and difficult behaviours In many work environments, we may encounter clients (or other stakeholders) who are anxious, upset or concerned, and communicate these emotions in challenging ways, which can take its toll on you and your colleagues. In this one hour webinar, Kay Chapman from Chapman Employment Relations will introduce advisers to ways of identifying early signs and deescalate situations of unease and confrontation both over the phone and in person. She will provide…
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