Following Bevans keynote, ‘Around the World in 45 Minutes’, the MasterClasses are designed to provide in-depth insight and learning in key areas.
NZ Chief Economist for AMP Capital, Bevan Graham will welcome all three MasterClasses attendees to the 2018 National Adviser Conference with an economic snapshot of what financial advisers are facing right now.
Session One: Best Practice – with New Zealand and Australian insights – hear from experienced mortgage advisers and take away some key learnings for adding value to your advice – make it as easy as possible!
Your Panellist: Established Otago mortgage adviser and owner-founder of Affinity Mortgages, Sandra Spence
Session Two: Commercial property – learn about this emerging lending opportunity (diversify away from residential lending to keep your business strong through downturns) and learn more about gross and net yields, and other quantitative analysis.
Your Panellist: Matt McHardy, Head of Sales and Investment, is responsible for developing strong relationships with investors and advisers nationwide, managing capital raises and the necessary compliance requirements associated.
Your Panellist: Scott McKenzie, CEO and Director of PML. Scott has 17 years of commercial, finance and leadership experience within the banking sector in New Zealand and the UK. He oversees the company’s operations and is responsible for implementing PML’s and PMG DOF’s strategy.
Session Three: Growing your business – from individual adviser businesses to multiple adviser businesses, there are gems of information from this panel for all advisers wanting to grow a successful business!
Your Facilitator: John Bolton, founder and CEO of highly successful mortgage adviser business, Squirrel.
We all know that the value of risk advice really becomes obvious at claim time. While having a documented and effective claims process within your business is a best practice, what can be even more important is the difficult conversations that occur around claim time.
Find out more about your speakers, Jane and Trevor by clicking the links on the right.
Jane Eschenbach, Director of TrustUs, will talk through the process of “what to say and what not to say about claims conversations”.
Product Selection Process: Russell Hutchinson hosts this interactive session on tough choices in risk recommendations. Making the choices between different types of benefit – can be hard to communicate, and difficult to document. Case by case we consider income protection benefit types, using income protection with mortgage insurance, severity-based trauma, shorter benefit periods and other tricky issues – including how to document the advice process to ensure you can safely make variations in risk recommendations.
Help navigate your way through making the hard decisions with this interactive session ran by Russell Hutchinson, Managing Director, Chatswood Consulting.