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Are you advising or selling?

2020-051
1.00 CPD Points
01 April 2020
PIQ Boardroom
Unit 4D 2B William Pickering Drive Auckland New Zealand All sessions are available via webinar unless specified.
The insurance advice industry is often the subject of criticism for focusing on commission/income and not on their clients’ needs. Brokers and advisers can be seen as salesman and not financial advice providers and often it is hard to demonstrate this to a client.
 

Getting Ready for Licensing - best practice in complaints handling

2020-052
1.00 CPD Points
02 April 2020
PIQ Boardroom
Unit 4D 2B William Pickering Drive Auckland New Zealand All sessions are available via webinar unless specified.
In this webinar, Karen Stevens will outline best practice in regard to complaint handling and the key elements of an internal complaint process – and importantly how a licensing requirement can provide value to both your clients and your advice business.
 

Ease Your Pain. Enhance Your Gain - Part 2 Outlook Contacts Calendar & Tasks

2020-041
1.00 CPD Points
07 April 2020
PIQ Boardroom
Unit 4D 2B William Pickering Drive Auckland New Zealand All sessions are available via webinar unless specified.
This two-part webinar series can be business changing for you. Part one covers easing your pain from too many emails, answering, automating and managing them. You’ll learn how to free up at least 20 minutes a day. Part two then looks at Contacts, Calendar, Tasks and will show you how to use these assets more effectively. Wouldn’t it be wonderful to never forget to follow up again. Learn how to ensure your emails get responded too. How about Turning your Contacts into your CRM program; or
 

There’s a resolution process to suit every type of dispute even yours!.

2019-029
1.00 CPD Points
08 April 2020
PIQ Boardroom
Unit 4D 2B William Pickering Drive Auckland New Zealand All sessions are available via webinar unless specified.
In this session the many different types of dispute resolution processes will be looked at and an explanation of which ones suits what type of dispute. You will also learn how to arrange a commercial mediation, what you need to do in a mediation and ways to reach a resolution.
 

The 4 H's or resilience & happiness

2020-053
1.00 CPD Points
14 April 2020
PIQ Boardroom
Unit 4D 2B William Pickering Drive Auckland New Zealand All sessions are available via webinar unless specified.
During this session, speaker, author & business empowerment mentor Natalie Cutler-Welsh will walk us through the 4H’s and how they can help you in 2020.
 

The Appointment: What to Say and Do During a Face-to-Face Meeting with a Prospective Client

2020-054
1.00 CPD Points
15 April 2020
PIQ Boardroom
Unit 4D 2B William Pickering Drive Auckland New Zealand All sessions are available via webinar unless specified.
An initial face-to-face appointment with a qualified prospect is like gold. It is hard to get, but extremely valuable. Because of the potential value of every face-to-face appointment you need maximise this golden opportunity. Learn exactly what you need to say and what you need to cover to get in front of more prospective clients.
 

Business interruption natural disaster claims and issues

2014-295
1.00 CPD Points
16 April 2020
PIQ Boardroom
Unit 4D 2B William Pickering Drive Auckland New Zealand All sessions are available via webinar unless specified.
In one hour we share some of the actual issues we experience and how we resolve differences to get to a fair claim settlement.
 

How to Successfully Manager Your Team Remotely (and increase their productivity levels too!)

2020-057
1.00 CPD Points
23 April 2020
PIQ Boardroom
Unit 4D 2B William Pickering Drive Auckland New Zealand All sessions are available via webinar unless specified.
(Individual and Team Performance through Wealth Dynamics/Talent Dynamics personality profiling) Your people are your greatest asset, but most business leaders don’t know how to manage their team (in person or remotely) to maximise the value of each person and increase productivity and profit.
 

FREASY (Free + Easy) Cloud Diamonds to Transform Your Business

2020-055
1.00 CPD Points
05 May 2020
PIQ Boardroom
Unit 4D 2B William Pickering Drive Auckland New Zealand All sessions are available via webinar unless specified.
A cornucopia of wonderful, simple tips and tricks on how to use every day, free Microsoft and Google Cloud apps tools better to grow business, improve client service and free up a lot of time!!!
 

What does your client really need?

2020-058
1.00 CPD Points
06 May 2020
PIQ Boardroom
Unit 4D 2B William Pickering Drive Auckland New Zealand All sessions are available via webinar unless specified.
How do you know what your client needs? Is it enough to simply ask? Providing good financial advice is undoubtedly a form of negotiation as the adviser needs to often balance wants, needs and resources and at the same time ensure the financial advice is in the best interests of the client. It is also vital those needs are met or reasons established why not, to avoid a dispute at a later date.
 
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