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The Client Experience: Good to Great
The Client Experience: Good to Great
The client experience matters for two very important reasons: as a source of new business to help you achieve growth goals, and to help retain your existing clients.Please join Regional Director James Trude, who will share some practical insights into how to elevate the client experience within your advice business from good to great!
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Share Conference
This year’s theme will be “Match Fit“. This conference will be a great opportunity to discuss changes in our industry, our organisation and reflect on our many positive relationships with key suppliers.
Cant/Nel Regional Meeting
Cant/Nel Regional Meeting
Putting the “success” in succession planning. Regardless of our own Adviser industry speciality, it is crucial that as Advisors, we are across the subject of personal succession planning for ourselves, and our clients. Whether you offer Financial Planning or not, you need to know the basics and the options so you can broach the subject […]
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Thinking like a CEO – managing the strategic horizons of you
A skilled leader will simultaneously position a business to manage the short term environment while positioning to capitalise on growth opportunities over the longer term. In this critical time of the advice industry.
Navigating Level 5 – 1 day course – Core Component
Navigating Level 5 – 1 day course – Core Component
Financial Advice New Zealand is announcing the launch of its 1-day courses ‘Navigating Level 5’ - open exclusively for our Members from April 2019. Click the event to find out more.
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Navigating Level 5 – 1 day course – Life & Health Insurance
Navigating Level 5 – 1 day course – Life & Health Insurance
Financial Advice New Zealand is announcing the launch of its 1-day courses ‘Navigating Level 5’ - open exclusively for our Members from April 2019. Click the event to find out more.
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Navigating Level 5 – 1 day course – Residential Property Lending
Navigating Level 5 – 1 day course – Residential Property Lending
Financial Advice New Zealand is announcing the launch of its 1-day courses ‘Navigating Level 5’ - open exclusively for our Members from April 2019. Click on the event to find out more.
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Mortgage Lending – for New Advisers Course April 2019
This course has been jointly developed between Financial Advice New Zealand and Professional IQ College (PIQ), with input from the major banks. The course includes NZQA accredited Residential Property Lending Strand training and business and specialist lending. As well as attending the three-days course, you will be required to complete 4 unit standard assessments after […]
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Central Branch Meeting
Central Branch Meeting
This meeting is being held on Tuesday, 30th April 2019. Click on event to register.
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