Sixty-four per cent of high-net-worth individuals expect their future wealth management relationship to be digital, so much so that nearly two-thirds would replace their current provider in the absence of digital engagement.
Social media platforms such as TikTok are embraced by all ages. In this session, learn how to modernise your practice to leverage the new wave of multigenerational engagement. Gain insights into trending platforms for the Australian market and how you can harness this into an omnichannel marketing strategy.
|Association||CPD Points||ASIC Competency||FASEA CPD Areas||RG146||Accreditation Number|
|AFA||0.5||Client care and Pracitice||Practice management|
|AIOFP||0.67||Generic Knowledge||Client Care & Practice||AFPA1CP2021020|
|FPA||0.75||Financial Planning (0.25 hour)|
Generic Knowledge (0.25 hour)
Skill Requirements (0.25 hour)
|Client care and practice (0.50 hour)|
General (0.25 hour)