Bring in the Experts – How well are you securing your clients data?
OnlineBring in the experts - Wednesday 29 March, 10am - How well are you securing your clients data? What are the chances of a cyber-attack on your business? It’s not […]
Out of the Box Tour – Christchurch
Christchuch Townhall 86 Kilmore Street,, Christchurch, New ZealandOut 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 […]
Out of the Box Tour – Queenstown
Rydges Queenstown 38-54 Lake Esplanade, Queenstown, New ZealandOut 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 […]
Bring in the Experts SUPER WEDNESDAY – Decumulation and changing your clients’ mindset from saving to spending
OnlineBring 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 […]
Bring in the Experts – Be a brand your clients value
OnlineBring 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 […]
Bring in the Experts – Effective Communications: De-escalating and difficult behaviours
OnlineBring 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 […]
Bring in the Experts – Special Edition: FMA Update on Regulatory Returns
Online Link to watch/listen will be sent to registrants on the day before the event, New ZealandJoin 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 […]
Bring in the Expert – SUPER WEDNESDAY – Led by our Risk MAC
OnlineHosted 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 […]
Training Webinar: How to use Ontrack – a navigation session by Kaplan Professional
OnlineIn this webinar, the team at Kaplan Professional will provide a demonstration on how to navigate throughout the Ontrack platform.How do I join the webinar series? Zoom Link– simply click on […]
Bring in the Experts: Behind the scenes of Cyclone Gabrielle – Moving to a state of emergency, how insurers responded and some personal stories
OnlineIn this informative and insightful webinar, we’ll dive deep into what happened in the aftermath of Cyclone Gabrielle, how insurers responded, and the personal stories from our financial adviser members […]