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ONLINE LIBRARY: Consilium: Having Better Goal Discussions (14 February 2018)

Event Type: Online-Library
When: 23 Feb - 31 Dec 2018
Time: 11:00 a.m. - 12:00 p.m.
Venue: Online
Location: (Recording date: 14 Feb 2018)
Provider: Consilium
Contact: Andrew Gunn
Practitioner Member Fee: $29.00
Associate Member Fee: $29.00
Affiliate Member Fee: $29.00
Non-Member Fee: $29.00
CPD Credits: 1.0 CPD Hours
Presenter:Ben Brinkerhoff is Head of Partner Services at Consilium. Ben’s main role at Consilium is to facilitate growth and improve efficiency in Consilium partner firms, and help them achieve their strategic initiatives. He is also a member of the Consilium investment committee.

The world is moving to goal based advice, but this presents a challenge for advisers. Most clients don’t understand their goals, let alone are they able to articulate them to advisers.

They feel pressure to commit to something they don’t know they believe in. How can advisers make this discussion engaging and still get the information they need to plan?

Learning Outcomes

How to communicate more effectively with clients to determine their goals and guide them along a journey to discover them for themselves.

An adviser should attend if seeking greater emotional engagement and developing a deeper sense of trust with their new clients is a desirable outcome.

They will “know the client” better and be able to thus deliver a more personalized plan that will likely resonate more closely with the client.

Registration Fee: $29.00 GST inclusive. Group bookings - $90.00 GST inclusive – for groups of 5 or more people at one location. Please email: info@ifa.org.nz to register a group.
Venue: At your desk in front of your computer.
CPD: Attending this webinar can contribute to your Code structured CPD credits. All IFA members can qualify for 1 hour structured IFA CPD credits, after completing the test at the end of the webinar.