NEW APP GUIDELINES
Centrepoint Professional Standards has developed two guidelines for AAP licensees and advisers to refer to when dealing with issues around:
- TASA including registration renewals
- Client Reviews (including information about ongoing adviser service fees)
With 1 January 2018 just around the corner, the November Risk Roadshows will examine the looming legislative changes and explore the impact this is likely to have on risk insurance writers.
Click here to register in your city now!
Centrepoint invites you to celebrate Christmas with our last Professional Development day for the year.
You’ll be treated to a half-day program worth approximately 3 CPD points, with a range of industry speakers covering topics such as retail insurance products, risk assessment and adapting your business for the future.
Christmas is the time for giving and our chance as a community to provide support to those who need it most. That is why this year we’re asking all attendees to make a donation of $25 when you register. Just check the box on the registration form and you’re good to go!
Click here to register!
FIVE EMPLOYEE MISTAKES THAT BUSINESS OWNERS MAKE
Australia has a complex and punitive employee relations landscape, which poses multiple challenges for business owners.
Natasha Hawker is an employee expert, author and speaker from Employee Matters. Employee Matters help their clients increase their profit through maximising the productivity of their employees and avoiding fines for breaches under the Fair Work Act. She has a unique method to help clients build Employee Assets.
|Five Employee Mistakes That Business Owners Make|
|Tuesday 31 October 2017||10.30am – 11.30am (AEST)||Click here to register.|
YOUR DATA & CYBER SECURITY
Learn about the 5 Knows of your data, some common attack points and how to mitigate them as well as general good security behaviours you should be using in your practice.
|Your Data & Cyber Security | Chris Holland|
|Thursday 9 November 2017||10.30am – 11.30am (AEST)||Click here to register.|
FIVE STEPS TO BUILDING A BRAND FINANCIAL ADVICE CLIENTS TRUST
Globally, consumers are increasingly savvy, connected and aware. They’re empowered. And they’re making purchasing decisions based on who they trust. This means that brands are more exposed to changing customer sentiment than ever before.
Of a number of sectors, financial services consistently ranks last for consumer trust.
For financial advisers, trust is crucial to attracting and retaining clients. So, in the face of a sceptical mass market, how can you create a brand people trust? How do you retain influence and authority in a world that is rejecting experts?
In this session, brand strategist Carlo Tarquinio will take you through:
- The changing dynamics of brands and the impact on customers
- The relationship between consumer trust and brand value
- Tips for building a brand people trust
|Five Steps to Building a Brand Financial Advice Clients Trusts|
|Wednesday 15 November 2017||11.00am – 12.00pm (AEDT)||Click here to register.|
AFFORDABLE HOUSING – IS SUPER THE ANSWER?
Peter Kelly explores how super may be the answer to your housing affordability issues in this week’s Realise Your Dream blog. Read it here.
DEMENTIA – AN UNPLEASANT FACT?
Mark Teale looks at the symptoms, facts and some ways to avoid the early stages of dementia in last week’s Realise Your Dream blog. Read it here.
Our September edition includes everything you need to know about superannuation and ‘transition to retirement’, Peter Kelly explores housing affordability, and Zurich gives us an interesting new way we can put our selfies to good use.