With most children opting not to stay with their parent’s adviser, how can you keep generations of clients happy? Dr Katherine Hunt returns for the second webinar in a three-part ethics series, this time to discuss the hotly requested topic of intergenerational wealth conversations.
This session unpacks case studies and strategies to help you have impactful client conversations and create more value.
Learning Outcomes:
By the end of this webinar, you will be able to:
- Recognise the ethics and value of intergenerational wealth conversations to retain clients' children as future clients.
- Understand the factors behind low client retention among the next generation and identify ethical ways to improve it.
- Learn key principles of ethical legacy conversations to ensure the financial success of clients' heirs.
- Develop strategies for impactful, ethical intergenerational discussions with clients.
- Justify increased advisory fees by demonstrating enhanced value through successful legacy planning.
CPD: 1.0
Duration: 60 min
Expiry: 24 October 2025
If you are having any problems viewing this webinar please try an alternate internet browser.
Keeping it in the family: intergenerational wealth conversations
Australian reporting season and macroeconomic outlook
09 September 2024 Deputy Chief Economist, Diana Mousina alongside Sandstone Insights provide valuable insights, into the current Australian reporting season and share a macroeconomic outlook and analyse the impact on investment markets. Duration: 60 min | CPD: 1.0 | Expiry: 9 September 2025 Read more
Ethical financial advice for the modern retiree: navigating retirement 2.0
23 July 2024 Dr. Katherine Hunt will discuss how to offer ethical financial advice and address retirement planning challenges. Register today to enhance your clients' experience. Duration: 60 min | CPD: 1.0 | Expiry: 23 July 2025 Read more
The investment journey - putting global issues into perspective
31 May 2024 Brad Creighton, Portfolio Manager, and Diana Mousina, Deputy Chief Economist, discuss the the impact of current Macro Market environment and how tailored investment principles can assist with your long term financial strategies. Duration: 60 min | CPD: 1.0 | Expiry: 31 May 2025 Read more
Important information
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
MyNorth Investment and North Investment are operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFSL 234652 (NMFM). MyNorth Super and Pension (including MyNorth Lifetime), MyNorth Super and Pension Guarantee and North Super and Pension are issued by N.M. Superannuation Proprietary Limited (ABN 31 008 428 322, AFSL 234654 (NM Super) as trustee of the Wealth Personal Superannuation and Pension Fund (the Fund) ABN 92 381 911 598. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the North platform. All of the products above are referred to collectively as MyNorth Products. The information on this page is provided only for the use of advisers, it is not intended for clients. This page provides a brief overview of some of the benefits of investing in MyNorth Products. The adviser remains responsible for any advice/services they provide to clients including making their own inquiries and ensuring that the advice/services are appropriate and in accordance with all legal requirements.
You can read the Financial Services Guide online for more information, including the fees and benefits that companies related to NMMT, N.M. Superannuation Proprietary Limited ABN 31 008 428 322, AFSL 234654 (N.M. Super) and their representatives may receive in relation to products and services provided.
North and MyNorth are trademarks registered to NMMT.
All information on this website is subject to change without notice.