ifa Client Experience Workshop

Access adviser education, curated by industry leaders free until 31 January 2021.

Adviser education in most to all cases has had to be conducted remotely, giving advisers a chance to professionally develop across a vast range of topics and many different platforms.

Join below for your first session, brought to you by this year’s Principal Partner of the ifa Client Experience Workshop, Netwealth.

With the shock of COVID-19, people have embraced digital experiences more than ever. From record growth in home shopping, home health and video conferencing, the way we engage with people and companies will never be the same.

This powerful session will draw on the research from Netwealth’s 2020 AdviceTech Report and explore:

  • How this period of contagion, self-isolation and economic uncertainty has impacted the way we work, how we shop, how we learn, our shifts in health and wellbeing
  • Practical tips to rapidly shift from exclusively face-to-face client engagement to an interface-to-interface engagement strategy
  • Maximise the advantage of AdviceTech for digital engagement and to improve your clients’ experience

Watch now to meet your CPD requirements and aid your career development with interactive and practical learning opportunities.

Want to see more from the workshop?

View all of the sessions for FREE until 31 January 2021! Meet your CPD requirements for the year — before it’s too late!

What you’ll learn about?

Consumers across Australia are under increasing pressure due to the impacts of COVID-19. Many of these individuals are turning to their trusted professional of choice to help them navigate through these challenging times — are you their first choice? Hear first-hand the groundbreaking, exclusive research by Momentum Intelligence that uncovers the reality of what consumers across Australia are thinking.

Join leading business consultants and specialists as they reveal the latest results from a survey of advised and “non-advised” consumers to help you build deeper relationships, better articulate your value and help you understand the key barriers that are preventing consumers from engaging financial advisers.

To gain your CPD points, simply watch the free sessions below!

Platinum Partner

Gold Partner