IFA - Roadshow Tauranga

18 October 2012

Professional Development Day

Presentations:

NZ Funds Management  
Behavioural Finance and the practical implications for Wealth Management
Behavioural Finance  –   Insights
Practical Implications for - Advice & Implementation of Portfolios
A Case Study

One Path – Presenter Peter Lee
Achieving your scorecard around the elements of Best Practice and Compliance in your business
Great businesses aren’t built by chance. They’re  also not compliance-driven. Successful businesses take an ordered, and structured approach to everything from strategy and planning to structure, marketing, client management, staff and resourcing.
Drawing on OnePath’s years of experience in working with advisers, this session will help attendees understand some of the key aspects of best practice – and how to rate their own businesses.
What you’ll learn:
- Key aspects of best practice
- Using the 6-Step process as a framework for your business
- 3 key areas that will make all the difference

Hannah Samuels: The Reputation Champion
The Truth about Trust & Values-based Selling 
Financial planners rank three quarters of the way down the 2011 Reader’s Digest list of ‘Most Trusted’ Professions at 35 out of 39. Improving this ranking requires a significant investment in values-based selling and opens up huge opportunities for financial professionals who can demonstrate integrity in the new world of global mis-trust.
What you’ll learn:
* Understand key influencers of judgement and perceptions
* Discover how to effortlessly create high-trust/high-value relationships
* Explore the impact personality and appreciation styles have on you and your clients
* Determine how trusted you are in an instant

Steve Wright: Technical General Manager, Partners Life Limited
Health care costs: significant risks to any planned retirement.  What are you doing about it? 
Why financial advisers can’t ignore the impact health could have on planned retirement goals - some background into the public/private health systems and the looming funding crisis – understanding the potential impact and risks faced by retirees – developing advice propositions and solutions to enable clients to maintain retirement goals and avoid using up their wealth on health.
What you’ll learn:
* Why we have a potential health care funding crisis
* How this might impact any clients financial/retirement planning
* About the extent of your advice obligations
 

Event location

Tauranga

Event date/time

9am-3pm

Event contact information

info@ifa.org.nz

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