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ONLINE LIBRARY:Trends in Technology shaping the Financial Adviser sector (09 May 2018)

Event Type: Online-Library
When: 09 May - 31 Dec 2018
Time: 11:00 am
Venue: Online WebEx
Location: (Recording date: 09 May 2018)
Provider: Dimension GRC
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 CPD Hour
Description:  
Trends in Technology shaping the Financial Adviser sector

Presenters:Daniel Rogers, CE Dimension GRC
daniel.rogers@dimensiongrc.io

Technology is bringing in a new era of efficiency for the Financial Advice Sector and the next wave of advisers will shake the tree!
We are about to witness the largest transfer of wealth in history and Financial Advisers will take up the slack in managing this transfer.

Baby boomers are in the midst of succession planning, retirement planning and inheritance legacy planning. With this comes challenges in thinking, processes and navigation of what is to become, a more dynamic industry.

This transfer of wealth, arguably, coincides with the greatest advancement in technology in human history. The challenge before us is managing this transition through utilising all the tools available.

Daniel Rogers has had an impressive career in international banking, compliance and technology.

Hear Daniel share his views on technology that are shaping the market and will discuss the top trends they consider relevant to the Financial Adviser Sector.

Learning Outcomes:

Advisers will learn about the trends in technology:
1. Driving Lead Generation & Revenue;
2. Driving the Customer Experience; and
3. Utilising Governance to Inform Strategy.

Technology is bringing in a new era of efficiency for the Financial Advice Sector and the next wave of advisers will shake the tree!

BOOKING 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. 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.