Central Regional Meeting – Tuesday, 28 March
BNZ Meeting Rooms 203 Broadway Ave, Palmerston North, New ZealandWe look forward to hosting you and our annual guest, Sue Fordyce. Sue will bring us her vibrant and interesting overview of all things legal. We hope you can join us! Guest Speaker Sue Fordyce Topic Overview of the legal world 12.00pm start with lunch finishing at 2pm Cost $20 incl GST RSVP by 12pm […]
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 if. It’s When! Financial Professionals are 300 times more likely to be targeted than any other business. So having a plan, security settings and processes […]
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 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 […]
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 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 […]
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 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 […]
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 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 […]
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 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 […]
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 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 […]
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 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 […]
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 the link to register for the series. If you register early you will be sent an email with a link directly to the webinar. Can […]
