THE RISK BASED APPROACH – LEARNINGS FROM CLIENT COMPLAINTS
This session will examine some common advice related issues that can lead to client complaints. It will cover areas such as:
|The Risk – Based Approach – Learnings From Client Complaints|
|Tuesday, 30 January 2018||10.30am – 11.30am (AEST)||Click Here to Register|
STAYING FOREVER YOUNG – HOW TO ATTRACT GEN X & Y
84% of your professional buyers do not need financial advice but 65% would like to have financial coaching to help them make smarter decisions. Is this a mere play on words – what is the difference between financial advice and coaching? And can clients in their 20’s, 30’s and early 40’s be profitable for you?
|Staying Forever Young – How to Attract Gen X & Y | Adam Tyley – AIA|
|Thursday, 15 February 2017||2.30pm – 3.30pm (AEST)||Click Here to Register|
A TO Z OF SUPER CONTRIBUTIONS
This webinar will examine the fundamentals of making contributions to super using multiple examples and case studies. For advisers writing risk, this knowledge is also critical, considering the number of policies now written through superannuation. We look at concessional versus non-concessional, excess contributions, bring forward rule, contribution versus rollover, notice of intent issues, work test considerations and the CGT contribution cap.
|A to Z of Super Contributions | Ben Martin – AIA|
|Tuesday, 13 March 2017||10.30am – 11.30am (AEST)||Click Here to Register|