Financial Advice NZ launches adviser support webinars

The webinars will discuss business management during lockdown

Financial Advice NZ launches adviser support webinars

Insurance News

By Ksenia Stepanova

Financial Advice New Zealand is running a series of webinars for advisers over the next several weeks, which will focus on various aspects of financial advice, how to manage an adviser business during lockdown, and how to get business assistance.

The series, titled ‘Bring in the Experts,’ has already run two webinars focusing on mortgage holidays and the investment market, and the next webinar is scheduled for tomorrow morning. It will focus on business sustainability and communicating with clients.

Friday’s session will see IRD discussing how to secure business assistance, both for adviser businesses and their clients, and two more webinars around the mortgage and insurance market are scheduled in the following weeks.

Financial Advice New Zealand CEO Katrina Shanks says the first webinar got “overwhelmingly” good feedback from attendees, and that more webinars will be on the way in addition to the current schedule.

“Last week we started the webinar series of ‘Bring in the Experts’ which is all about bringing in an expert on topics which are relevant to our members, and will help support them,” Shanks said.

“Due to the overwhelming positive feedback from the first webinar in the ‘Bring in the Experts’ series on COVID-19, Financial Advice NZ has decided to ramp up the series.”

Originally scheduled to run weekly, Shanks says the series will now run four webinars from Tuesday through to Friday, with more planned for the weeks to come.

“Next week we will have a minimum of two webinars, and as events unfold we will add to the week with topics which are relevant,” Shanks said.

“In addition to this, we are launching an Adviser Peer Support Programme on Wednesday where advisers can reach out to senior practitioners for advice on how to navigate these times.

“There is no doubt that these are rapidly changing times.”

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