Financial Advice New Zealand has launched its Connect Tour 2024 and will visit six cities across New Zealand starting next month.
The tour will be hosted by local adviser committee members and focuse on shaping the future of financial advice.
Financial Advice NZ CEO Nick Hakes notes the importance of responding positively to changing consumer expectations and the increasingly complex regulatory environment.
The tour centres on critical advice issues of:
- Addressing the evolving needs of New Zealanders
- Elevating the quality of financial advice
- Adviser Excellence – showcasing originality and best practice
- Advocating for meaningful change
- Enhancing client engagement
During the tour, Hakes will sit down with the Chair of the Code Committee, Angus Dale-Jones, which is tasked with reviewing, and updating the Code of Professional Conduct, which applies to everyone who gives financial advice, including all FAPs ( see: Proposed Amendments Announced for Code of Professional Conduct).
Fidelity Life and Heathcote Investment Partners will share the latest research on New Zealanders’ attitudes towards financial advice, and a road map for future business growth.
Hakes says the Connect Tour explores “…fresh thinking on the strategic priorities of our industry as Financial Advice New Zealand members look forward to re-imagining the future of financial advice in New Zealand”.
Attendees will hear directly from award winning advisers on digital content marketing strategies and building a multi-disciplinary advice practice through a commitment to the local community.
The Connect Tour visits:
- Dunedin – 23 July
- Christchurch – 24 July
- Palmerston North – 25 July
- Wellington 6 August
- Cambridge – 7 August
- Auckland – 8 August
Click here to register.