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Google My Business

2018-027
1.00 CPD Points
23 July 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
How To Get A Top Google Ranking And Much More Business With A Google My Business Listing
 

Multi-Step Financial Advice Processes

2019-063
1.00 CPD Points
24 July 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
We often hear talk about 6 or 7 step advice processes but what does this actually mean? There are various versions of what constitutes a proper financial advice process and whether such processes should always be used in the provision of all forms of financial advice process, including insurance broking.
 

Recent cases against brokers

2019-034
1.00 CPD Points
25 July 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
The IFSO will look at recent complaints about brokers and financial advisers.
 

FREE - Prospecting Master Class

2019-092
1.50 CPD Points
26 July 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
You already know you should be doing some prospecting for new clients. But there’s too much other stuff going on. So you put it off. Maybe you’re overwhelmed with options.... Or you’re discourage by your past results... Or you can’t seem to find the time. Does this sound familiar?
 

Prima facie claim: the first glimpse of a problem with the claim

2019-050
1.00 CPD Points
08 August 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
Clients are often surprised when the insurer asks them to prove or quantify their loss
 

Notification of Claims under a claims made policy

2019-070
14 August 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
This seminar will cover claims-made policies
 

How to Create the Ultimate Sales Process for Your Business

2019-068
1.00 CPD Points
20 August 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
The key to success for top performers is having a sales process
 

Business Risk Analysis

2019-069
1.00 CPD Points
21 August 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand ll sessions are available via webinar unless specified.
Do you know the risks to your success?
 

Business Interruption – Common problems, pre-loss & post loss – & how to minimise or eliminate these

2015-143
1.00 CPD Points
28 August 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
It is often only when a loss occurs that a broker finds out how good their clients BI policy is. It is too late after a loss to retrospectively change the cover. You may not have seen your client’s financial accounts.
 

What can we use in business that comes from NLP and mBIT

2019-093
1.00 CPD Points
25 September 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
Neuro Linguistic Programming (NLP) and Multiple Brain Integration Techniques (mBIT) are two human sciences that are intrinsically linked and provide many skills on human interactions. But how can we use these in the world on financial advice?
 
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