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Adviser Innovation Summit 2024 (Sydney)

Telstra Customer Insights Centre Sydney 400 George Street, Sydney, NSW, Australia

ABOUT THE SUMMIT Step into the dynamic world of financial advice, where the convergence of regulatory upheaval, digital disruption and business innovation are redefining the landscape for advice firms. Join the 2024 Adviser Innovation Summit for an exclusive experience tailored to financial advisers. Delve into insights from the Quality of Advice Review, presented by industry […]

Adviser Innovation Summit 2024 (Melbourne)

Zinc at Fed Square Cnr Princes Walk & Russelle St Ext, Melbourne, VIC, Australia

ABOUT THE SUMMIT Step into the dynamic world of financial advice, where the convergence of regulatory upheaval, digital disruption and business innovation are redefining the landscape for advice firms. Join the 2024 Adviser Innovation Summit for an exclusive experience tailored to financial advisers. Delve into insights from the Quality of Advice Review, presented by industry […]

Know Your Insurer Series: Working with MLC Life Insurance

Webinar

Delving into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, and support areas for clients.   PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple […]

Technical Series: Business Insurance Bare Necessities

Webinar

Essential considerations across ownership & funding to efficiently cover various business & personal needs of self-employed clients.   PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With 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 […]

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Risk Conversations: Marc Fabris & Peter Stathis, with special guest Paul Milbourne

Webinar

Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy And our Special Guest: Paul Milbourne, Milbourne Insurance Solutions Join us as we delve into: A chat on preassessments Recent hot topics in the risk industry Paul’s new advice business: how […]

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Risk Conversations: Marc Fabris & Peter Stathis, with special guest Morris Winestone

Webinar

Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy And our Special Guest: Morris Winestone, from Winestone & Associates Join us as we delve into: A chat on needs analysis approaches that we see Recent hot topics […]

Technical Series: Integrating Risk Advice Into Your Process

Webinar

Managing personal protection risks as part of the broader financial planning conversation, and integrating risk mitigation into client discussions and advice process.   PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers […]

Know Your Insurer Series: Get to Know MLC Life Insurance

Webinar

Delving into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, and support areas for clients.   PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple […]

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Risk Conversations: Marc Fabris & Peter Stathis, with special guest Mia Inglis (Johnson)

Webinar

Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy And our Special Guest: Mia Inglis (Johnson), from Keyman Financial Services Join us as we delve into: Opportunities for new entrants in the industry The importance of claims […]

Practice Development Series: Making the Renewal Process Work for Your Business

Webinar

Engaging with existing risk clients efficiently while adding value, considering the elements of the review process and techniques to maximise the client experience.   PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With over 9 years’ experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development […]

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Risk Conversations: Marc Fabris & Peter Stathis, Special Underwriting Edition

Webinar

Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. This is our Special Underwriting Edition Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy   Special Guests: Karen Janes, Chief Underwriter, AIA Amber Brockie, Head of Underwriting, MLC Life Insurance Marcello Bertasso, Head of Underwriting […]

Practice Development Series: What’s Your Claims Proposition?

Webinar

Discussing the considerations for a claims value proposition and strategies to understand underwriting and setup of effective risk advice for ideal claims processing.   PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With over 9 years’ experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development […]

Know Your Insurer Series: Supporting Your Clients at Claim Time

Webinar

Outlining the MLC Life Insurance philosophy to claims support and ways advisers can help enhance the claims support process.   PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With 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 […]

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