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DTSTART;TZID=Australia/Sydney:20231017T130000
DTEND;TZID=Australia/Sydney:20231017T140000
DTSTAMP:20260406T073141
CREATED:20230904T064349Z
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UID:4048-1697547600-1697551200@riskhub.com.au
SUMMARY:FAAA Master Class Series 2023: Building A Sustainable Practice - Effective Pricing Models
DESCRIPTION:Despite the fact that fee for advice has been the norm for many years\, pricing remains one of the most challenging elements of running a successful advice firm. \nJoin Elixir Consulting as they share the key highlights from the sixth edition of their Adviser Pricing Models Research Report. \nIn addition to learning how much your peers are charging for a variety of client case studies\, you’ll also discover the qualitative elements of a sustainable pricing model. Structure\, timing\, variables\, underlying charge-out rates … you’ll discover what’s working for other firms\, and pick up a host of ideas to help refine the right model for your clients and your firm.
URL:https://riskhub.com.au/event/faaa-master-class-series-2023-building-a-sustainable-practice-effective-pricing-models/
ATTACH;FMTTYPE=image/png:https://riskhub.com.au/wp-content/uploads/2023/09/Effective-pricing-models.png
ORGANIZER;CN="FAAA":MAILTO:events@faaa.au
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DTSTART;TZID=Australia/Sydney:20231011T133000
DTEND;TZID=Australia/Sydney:20231011T143000
DTSTAMP:20260406T073141
CREATED:20231016T121109Z
LAST-MODIFIED:20231017T081334Z
UID:4044-1697031000-1697034600@riskhub.com.au
SUMMARY:FAAA Master Class Series 2023: Building An Ethical Practice :  Developing An Ethical Philosophy For Your Practice
DESCRIPTION:Join two seasoned leaders as they share their journey crafting an ethical philosophy for a financial advice business. Discover practical steps to integrate ethics\, unlock trust\, and navigate challenges with finesse. \nWitness the tangible benefits that arise from embracing an ethical approach. Don’t miss this opportunity to revolutionise your financial practice for a brighter and more responsible future!
URL:https://riskhub.com.au/event/faaa-master-class-series-2023-building-an-ethical-practice-developing-an-ethical-philosophy-for-your-practice/
CATEGORIES:Financial Planners Association Australia,Practice Management
ATTACH;FMTTYPE=image/png:https://riskhub.com.au/wp-content/uploads/2023/09/Developing-an-ethical-philosophy-for-your-practice.png
ORGANIZER;CN="FAAA":MAILTO:events@faaa.au
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DTSTART;TZID=Australia/Sydney:20231010T130000
DTEND;TZID=Australia/Sydney:20231010T140000
DTSTAMP:20260406T073141
CREATED:20231017T081734Z
LAST-MODIFIED:20231017T081734Z
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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BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20230929T120000
DTEND;TZID=Australia/Sydney:20230929T123000
DTSTAMP:20260406T073141
CREATED:20231017T081738Z
LAST-MODIFIED:20231017T081738Z
UID:4076-1695988800-1695990600@riskhub.com.au
SUMMARY:Risk Advice Q&A : 'Ask Me Anything' with Marshall Ross
DESCRIPTION:You are invited to an engaging and informative session where we delve into the technical and strategic aspects of risk advice. This is your chance to connect\, learn\, and share your questions\, insights\, and challenges with a community of like-minded individuals.
URL:https://riskhub.com.au/event/risk-advice-qa-ask-me-anything-with-marshall-ross/
ATTACH;FMTTYPE=image/jpeg:https://riskhub.com.au/wp-content/uploads/2023/09/Ask-me-anything.jpeg
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BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20230927T110000
DTEND;TZID=Australia/Sydney:20230927T120000
DTSTAMP:20260406T073141
CREATED:20231017T081741Z
LAST-MODIFIED:20231017T081741Z
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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