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Central Branch Meeting June 2023
Central Branch Meeting June 2023
Central Branch Meeting Hear guest speaker David Murphy, Chief Planning Office, Palmerston North City Council discuss city planning that will have a positive outcome for your clients. Lunch from 12 noon. Finish by 2pm. Cost $20 | RSVP by 12pm Friday 23 June The event may be cancelled if there are not enough registrants.
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Bring in the Experts: Embracing AI in the World of Finance
Bring in the Experts: Embracing AI in the World of Finance
The world of finance is being transformed by innovations such as Large Language Models (LLMs) like ChatGPT, which have the potential to revolutionize the way professionals access and share knowledge. These AI tools can significantly boost productivity and increase efficiency, allowing financial professionals to focus on high-value activities like strategic decision-making and client relationship management. […]
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Bring in the Experts: NZ property market update with CoreLogic
Bring in the Experts: NZ property market update with CoreLogic
Join us for an exclusive webinar with Nick Goodall, Head of Research at CoreLogic, for an update on the property markets in New Zealand. Find out what the remainder of the year will look like and what trends to expect for the year ahead. Nick is known for his exceptional numerical skills and the ability […]
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Bring in the Experts: Protecting client data and building resilience in the face of cyber threats
Bring in the Experts: Protecting client data and building resilience in the face of cyber threats
Did you know that 1 in 5 attacks in New Zealand are against small to medium-sized businesses? Cybercriminals don't discriminate based on industry. Their automated attacks target anyone without adequate protection in place. With the changes brought about by Covid-19, such as remote work and the use of personal devices, businesses are even more vulnerable. […]
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Bring in the Experts: Crafting impactful Statements of Advice that are effective and engaging
Bring in the Experts: Crafting impactful Statements of Advice that are effective and engaging
Join us for an insightful webinar with David Greenslade, Executive Director of Strategi, where we delve into the world of impactful Statements of Advice (SoA) in the financial advice industry. Discover the key elements and best practices that make an SoA truly effective and compelling for clients. Learn how to structure your advice in a concise and […]
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Central Branch Meeting July 2023
Central Branch Meeting July 2023
Central Branch Meeting Hear guest speaker David Murphy, Chief Planning Office, Palmerston North City Council discuss city planning that will have a positive outcome for your clients. Lunch from 12 noon. Finish by 2pm. Cost $20 | RSVP by 12pm Friday 21 July The event may be cancelled if there are not enough registrants.
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Bring in the Experts Webinar – Understanding complaints: Trends, case studies and best practices for financial advisers
Bring in the Experts Webinar – Understanding complaints: Trends, case studies and best practices for financial advisers
In this insightful webinar, join Susan Taylor, Financial Ombudsman and CEO of Financial Services Complaints Ltd (FSCL) and deepen your understanding of complaints and trends within the financial services industry. Committed to resolving complaints in a fair and impartial manner, Susan will share lessons learned from resolved complaints and discuss recent cases involving advisers. She […]
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Regional Roadshow: Out of the Box Tour – Auckland
Regional Roadshow: Out of the Box Tour – Auckland
Regional Roadshow: Out of the Box Tour - Auckland, 1 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser […]
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Bring in the Experts – Harnessing the power of internet marketing to find new customers
Bring in the Experts – Harnessing the power of internet marketing to find new customers
Join Richard Calkin, Founder of Web Genius and take your marketing efforts to new heights and discover the incredible power of the internet to find new customers and keep them coming back for more. Richard will take you on a journey through key highlights from the soon-to-be-released fourth edition of his book: The Kiwi Business Hero's Internet Marketing […]
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Regional Roadshow: Out of the Box Tour – Cambridge
Regional Roadshow: Out of the Box Tour – Cambridge
Regional Roadshow: Out of the Box Tour - Cambridge, 3 August Get ready to think outside the box again! Financial Advice NZ is hitting the road again to bring you expert knowledge and networking opportunities that will set you up for success in the ever-evolving financial landscape. Whether you’re a seasoned professional, a young adviser […]
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