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Learnings from a FMA Monitoring Visit
Learnings from a FMA Monitoring Visit
Many 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 gather all necessary documentation, and the fear of potentially failing the visit.To shed some light on the process, we are joined by Hamish Patel, Chair, […]
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Understanding artificial intelligence in financial services
Understanding artificial intelligence in financial services
Artificial intelligence (AI) is rapidly changing the financial sector. AI is already being innovatively introduced across our industry, from automating back-office administrative tasks to engaging customers with chatbots, but it comes with risks and challenges.What does this mean for financial advisers, how can you stay abreast of technological changes to deliver better results to your […]
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Mastering the Art of Communication
Influential Adviser: Mastering the Art of Communication Elevate Your Client Relationships and Achieve Lasting Success Join our exclusive 1-day Masterclass designed for financial advisers who want to sharpen their interpersonal and communication skills. In today’s landscape, successful advisers are those who actively listen, prioritise their clients’ values, and seek to understand their motivations. Led by […]
Canterbury Branch Meeting
Canterbury Branch Meeting
Join 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 Advice NZ members, Cam Irvine of Irvine Wenborn Partners and Kieran Sutherland of CIC Financial will share how they generated leads using social media tools.Understand […]
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Setting the foundations: pre-work strategies for seamless submissions
Setting the foundations: pre-work strategies for seamless submissions
Operating with care, skill and diligence is an essential component of the role of an Adviser. This extends to our client’s circumstances that are relevant to our advice. While this includes their financial situation, needs, goals and risk tolerance, it also extends to their medical eligibility.This webinar will address the essential strategies and tools that […]
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