When Clients Claim Against an Adviser

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    When:
    May 1, 2024 @ 10:00 pm – 11:00 pm
    2024-05-01T22:00:00+12:00
    2024-05-01T23:00:00+12:00
    Where:
    Online

    Managing a successful business is not just about managing effective relationships and communications with clients, but also understanding the risks associated with providing financial advice and making appropriate business decisions to manage those risks.

    This 1CBD hour webinar will provide you with insights into the potential risks and process to follow to minimise the impact on you when a client makes a claim against you and your business.

    Free for Financial Advice NZ members, or  $50+gst for non-members.