Duration: 60 minutes CPD Area: Client care and practice Soft skills are essential for successfully implementing risk advice – if a client doesn’t proceed with your advice, both time and effort are wasted. Taking lessons from psychology, storytelling, behavioural finance, and real-life examples, this webinar proposes key techniques for positioning risk advice and insurance products. […]
Duration: 60 minutes CPD Area: Professionalism & Ethics In 2019, the Financial Planners and Advisers Code of Ethics set out various principles to govern financial advice. The question is: how are these to be efficiently incorporated into the advice process? In this session we’ll examine key ethical standards impacting risk advice. Then, using example client […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub, focused on real-world perspectives from those working in and around risk advice. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy Special Guest: Tim Kay, Risk Adviser at Ashfords In this session, we’re joined […]
Duration: 60 minutes CPD Area: Professionalism & Ethics Join Phil Anderson, Head of Policy FAAA, as he discusses the current state of the Code of Ethics, and its future evolution in line with the continued growth of the advice profession, with Partner Education Manager, Marshall Ross Register now to secure your spot: Click here
Duration: 60 minutes CPD Area: Professionalism & Ethics Introduced in 2019, the Code of Ethics has now started being formally enforced by the Financial Services and Credit Panel (FSCP). Join Marshall Ross, Partner Education Manager at MLC Life Insurance, as he discusses real cases from the FSCP. Get an insight into where the regulator is […]
Duration: 60 minutes CPD Area: Client Care & Practice Financial advice is an ongoing relationship, with maximum value being attained through the provision of continued advice over time. Effective risk management sits at the cornerstone of any sound financial plan – so, how can advisers balance their clients’ appetites for risk with their goals? This […]
Duration: 60 minutes CPD Area: Client Care & Practice Over $3 trillion worth of wealth is expected to be transferred from baby boomers to younger generations in the coming years. While the wealth-management implications of this are clear, the inherent risks will also create unique advice opportunities. Join us as our panel discusses ways […]
Duration: 30 minutes CPD Area: Client Care & Practice Join us for an insightful session covering the unique features of the MLC Life Insurance product suite and its strategic applications in client advice. As part of MLC Life Insurance's Know your Insurer series, this session will also explore the comprehensive support MLC Life Insurance offers […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub, focused on real-world perspectives from those working in and around risk advice. Empowering Advisers with Smarter Underwriting Host: Marc Fabris, Founder of Risk Hub Special Guests: Amber Brockie, Chief Underwriter, Acenda Stephen Clarkson, CEO, EQ Pathology Stephen Connolly, Director […]
Duration: 60 minutes CPD Area: Client Care & Practice Most Australians hold some form of life insurance through their super. But group insurance can be a very different product to that offered under individual retail insurance. With tips on positioning retail products, articulating their differences, and providing coordinated advice across both areas, this session focuses […]
Duration: 60 minutes CPD Area: Client Care & Practice and Technical As the disability landscape evolves, risk advice must continue to consider product design and appropriate coverage amounts in assessing what’s truly being protected. In this webinar you’ll learn about data on TPD claims and disability costs, as well as different product solutions to help […]
Duration: 60 minutes CPD Area: Client Care & Practice and Technical What does disability protection look like outside of Australia? And how can we in the industry ensure we’re providing products and advice that best meet the needs of our clients? Don’t miss this exclusive session as global reinsurer, Swisse Re, joins us to […]
