UPCOMING WEBINARS

Be informed, learn and share with the Knowledge Collective. Register for upcoming events below.

ON TODAY

Articulate Your Value - Part 2

9 Apr, 2019

ADAPTING YOUR OFFER WITH BRYAN ROBB

Bryan Robb will share with you how adapting his offer was "The best thing we've done." Rob explains how working with a business coach and going through the corporate profiling process allowed him to move to a fee for service, non-product based offering which has resulted in confidence, increased profit and greater certainty.

Bryan will share with you how:
- What his business looked like before and after restructuring
- Investing time and money into a business coach was the best thing he ever did for his business
- Corporate profiling can increase profit, confidence and provide you with the comfort of knowing you are doing everything you need from a practice management perspective

4 Jun, 2019

Register

ADAPTING YOUR OFFER WITH BRYAN ROBB

Bryan Robb will share with you how adapting his offer was “The best thing we’ve done.” Rob explains how working with a business coach and going through the corporate profiling process allowed him to move to a fee for service, non-product based offering which has resulted in confidence, increased profit and greater certainty.

Bryan will share with you how:
– What his business looked like before and after restructuring
– Investing time and money into a business coach was the best thing he ever did for his business
– Corporate profiling can increase profit, confidence and provide you with the comfort of knowing you are doing everything you need from a practice management perspective

4 Jun, 2019

Register

The 3 estate planning mistakes you need to stop right … and how to fix them!

Tara Lucke will show join us The 3 estate planning mistakes you need to stop right … and how to fix them!

Does your estate planning process sound a little like this:
Client meeting is coming up
You remember that you need to ask client about whether they have an estate plan
You wait until the end of the meeting and then quickly bring it up, just as everyone is starting to pack up their pens
Client avoids eye contact and tells you that they have a will
You breathe a sigh of relief and quickly change the topic to how their favourite footy team is going

If so, you can’t miss this FREE webinar – The 3 estate planning mistakes you NEED to stop making RIGHT NOW … and how to fix them!
It’s going to re-shape the way you think about estate planning and the value it can add to your business.

LEARNING OUTCOMES

Why testamentary trusts are such a powerful estate planning tool
Understanding that estate planning is so much more than just a will
How to re-shape your relationship with estate planning conversations and actually use estate planning in your business to make more money from your existing clients, while covering off on your risk



9 Jul, 2019

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Client conversations about the fixed interest – Part 1

Tony Cahill, Vice President – Global Wealth Management from PIMCO will show join us to discuss how to charge clients for advice

30 Jul, 2019

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Client conversations about the fixed interest – Part 2

Tony Cahill, Vice President – Global Wealth Management from PIMCO will show join us for the second webinar to discuss how to charge clients for advice

6 Aug, 2019

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SMSF



2 Sep, 2019

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Equity Markets



9 Sep, 2019

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Generate Referrals from Accountants



7 Oct, 2019

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How to conduct an excellent first meeting



14 Oct, 2019

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