VALUE OF AN ADVISER

Webinar series

Join us for a series of webinars designed to help you articulate your value and build deeper relationships with your clients

Black Phoropter

The great debate: Rising inflation vs sidelined cash
Wednesday 6 October  I  1:00PM – 1:45PM AEDT 

The COVID-19 induced market shocks has reignited Australians love affair with cash. But with low interest rates and the risk of inflation, what is the real cost of hoarding cash? In this session we will discuss the implications of rising inflation, including key investment themes and the outlook for the remainder of 2021, and how advisers can help clients balance liquidity needs with portfolio growth. 

 

How to help clients guard against emotional investing 
Thursday 4 November I 12:00PM – 12:45PM AEDT 

Staying the course during market volatility is often difficult for many investors. In this webinar we will explore some of the common mistakes investors make and provide practical tools to help advisers protect their clients from harmful human behaviours.

 

Finding your niche 
Wednesday 24 November  I  1:00PM – 1:45PM AEDT

Looking to deepen connections with existing clients, or attract and engage with prospects? A deeper understanding of your ideal audience could be the answer. This session will focus on different client demographics, their unique characteristics and how advisers can use this information to refine the way they articulate their value and build deeper relationships.

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2021 Value of an Adviser Report

The results are in. See what value a financial adviser delivers clients and what more you can do to put a sharper focus on your value.

Value of an advisor

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