Financial Advice New Zealand Conference will be at Takina, Wellington on 5-6 March 2024

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April 2023

Bring in the Experts SUPER WEDNESDAY – Decumulation and changing your clients’ mindset from saving to spending

April 5 @ 10:00 am - 11:30 am NZST
Online
Bring in the experts Super Wednesday tile

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.…

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Bring in the Experts – Be a brand your clients value

April 12 @ 10:00 am - 11:00 am NZST
Online
Bring in the Experts Weekly Webinar Series

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…

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Bring in the Experts – Effective Communications: De-escalating and difficult behaviours

April 19 @ 10:00 am - 11:00 am NZST
Online
Bring in the Experts Weekly Webinar Series

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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Bring in the Experts – Special Edition: FMA Update on Regulatory Returns

April 26 @ 10:00 am - 11:30 am NZST
Online, Link to watch/listen will be sent to registrants on the day before the event New Zealand

Join us for this special 1.5-hour webinar with an expert panel from the FMA to discuss in detail Regulatory Returns. Get your questions answered, gain clarity on what is required by each FAP and Financial Adviser to complete the Regulatory Return and understand what new information you need to start capturing now, and how. While the Regulatory Return is not due to be submitted until September 2024 for the period 1 July 2023 – 30 June 2024, it is important…

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May 2023

Bring in the Expert – SUPER WEDNESDAY – Led by our Risk MAC

May 3 @ 10:00 am - 11:30 am NZST
Online

Hosted by our RISK Members Advisory Committee, this month’s Super Wednesday features three informative presentations led by industry experts Dean Logan, Cecila Farrow and Steve De Jong. Stay ahead of the curve and learn how to boost your efficiency and streamline workflows with the latest technology, understand how to optimise insurable income for self-employed clients, and clever automated underwriting solutions for pre-existing health conditions. Part 1: Sm8artHealth – led by Steve De Jong, founder and director Sm8rtHealth Part 2: Optimising insurance income for self…

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