Following the keynote, Around the World in 45 Minutes, the MasterClasses are designed to provide in-depth insight and learning in key areas. We will add more information about the sessions and speakers shortly.
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.
Want to gain or refresh your knowledge of balance sheets and profit and loss accounts? Not sure what you can and can’t add back in for lending purposes, and still meet your CCCFA obligations for consumer lending, where some or all of the income is from self-employed income sources? This MasterClass session will take you through real-life examples to help you build your knowledge and confidence!
Lending Practice Management Panel:
Hear hot tips from proven successes. You will have the chance to get some insights into the practices of successful mortgage advisers and business owners and ask your own burning questions. Find out more about the experts to the right.
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.