A critical challenge for advisors in growing and improving their business is the generation of new client leads.
A key organic source of new clients is referrals.
The number one reason why clients don’t refer? They aren’t asked!
Please join us for a webcast with Head of Advisor Education and Development, Brigid Asquith-Hunt to share insights into how to build a referral culture in your business.
About the Presenter:
Brigid Asquith-Hunt, Manager Advisor Education and Development, overseas Dimensional’s education program in Australia and Zealand, as well as working with clients in practice development and planning initiatives. Brigid has worked in management positions within various financial institutions, as well as working in private consultancy, presenting and coaching to advice firms on growth and marketing strategies.
Learning Partnership: Financial Advice New Zealand, as part of the Academy of Professional Learning, partners with organisations such as Dimensional that are leaders in research and learning in financial services.
Dimensional’s Virtual Program: Dimensional is a global investment firm with a strong belief in markets, who identify compelling research and apply it to practical investing.
Dimensional is partnering with Financial Advice NZ to provide a virtual webcast series to share valuable insights into Investment Planning, Personal Development and Practice Management to equip adviser and advisory firms with the skills needed to grow a successful business upon a solid theoretical foundation.
THIS IS A COMPLIMENTARY WEBCAST FROM OUR LEARNING PARTNER
CPD 0.5 STRUCTURED HOUR
Area: Practice Management
Level: Foundation
Please register directly with them using the link below.
Register now