Central Branch Regional Meeting
Manawatu Communitu Law Centre 193 Broadway Avenue, Palmerston North, New ZealandJoin Steve Davey, a finance expert with decades of experience, as he shares proven methods to enhance financial literacy for business owners. This session offers advisers valuable insights into how […]
The adviser voice on the proposed amendments to the Code of Professional Conduct
Off the back of the Financial Advice NZ Connect Tour where 92% of delegates rated the Code Committee session as excellent for relevance and value, we invite you to join […]
Financial advice is moving from product to people and from money to meaning
Financial advice is moving from product to people and from money to meaning. The adviser of the future is an evolving proposition, shifting from facilitator and distributor to coach, mentor and life adviser. […]
The role of emotion and chemistry in client decision-making
Emotion and chemistry are at play in every encounter with your clients and will impact their decision-making throughout the advice process. Your interpersonal skills in reading their mood and adapting your […]
Creating an equitable advice experience for couples
60% of couples have significant differences in their risk preferences – do you know which couples in your client base they are?In this session, we'll explore the Not So Odd […]
Learnings from a FMA Monitoring Visit
OnlineMany advisers ask us what an FMA monitoring visit involves and what they need to do to prepare.Concerns come up about the time required to get ready, the ability to […]
Canterbury Branch Meeting
ANZ Centre Christchurch Level 3, 267 High Street, Christchurch, New ZealandJoin your peers at the Canterbury Branch meeting to elevate your online presence. Digital marketing training specialist, Bruna Keller will deliver a focused workshop designed for financial advisers and Financial […]
