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DTSTART;TZID=Australia/Sydney:20231010T130000
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CREATED:20231017T081734Z
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UID:4046-1696942800-1696946400@riskhub.com.au
SUMMARY:FAAA Master Class Series 2023: Building A Sustainable Practice - Resilient Advice Business Strategies for 2024
DESCRIPTION:The most successful advice firms in the future will be those who are able to balance working in their business\, with working on their business; and taking advantage of the tremendous opportunities today while continually evolving for tomorrow. \nGreat in theory\, but with all of the complex issues facing advisers\, it can be a challenge to know where to focus your time for the best ROI. \nIn this interactive workshop\, learn about business strategies that have proven to result in greater success for advice firms\, as measured in both EBIT and owner satisfaction.
URL:https://riskhub.com.au/event/faaa-master-class-series-2023-building-a-sustainable-practice-resilient-advice-business-strategies-for-2024/
CATEGORIES:Financial Planners Association Australia,Practice Management
ATTACH;FMTTYPE=image/png:https://riskhub.com.au/wp-content/uploads/2023/09/Resilient-Advice-Business-Strategies-for-2024.png
ORGANIZER;CN="FAAA":MAILTO:events@faaa.au
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DTSTART;TZID=Australia/Sydney:20230927T110000
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UID:3892-1695812400-1695816000@riskhub.com.au
SUMMARY:MLC: Integrating Risk Advice into Your Process
DESCRIPTION:When it comes to financial advice\, the great value is in helping clients achieve all their financial goals and objectives. Part of this is maximising client resources\, and part is managing the various risks to achieving that outcome. In this session we look at effectively & ethically managing the key risk of personal protection as part of the broader holistic financial planning conversation. We will look at the parallels to other areas of the financial planning process and the best ways to seamlessly integrate risk mitigation into client discussions and the advice process. \n \nPRESENTER: Marshall Ross – Strategy & Risk Advice Manager \nWith over 9 years’ experience in the Life Insurance industry spanning a variety of roles from underwriting\, new business and business development across multiple leading insurers and a family background in financial advice practice\, Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients. \nMarshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.
URL:https://riskhub.com.au/event/mlc-integrating-risk-advice-into-your-process/
LOCATION:Webinar
CATEGORIES:Insurance,Life Insurance,Practice Management
ATTACH;FMTTYPE=image/png:https://riskhub.com.au/wp-content/uploads/2023/08/Integrating-Risk-Advice-into-Your-Process.png
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