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Newsletter Writing for Financial Services Part 1 - Newsletter strategy, planning and content

2019-035
1.00 CPD Points
25 June 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
How to plan and write newsletters that connect and covert. (A 2 -part webinar series)
 

Policy Interpretation

2018-074
1.00 CPD Points
26 June 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
Andrew Hooker will lead a seminar covering off the important principles of the interpretation of insurance policies, some of the common rules, case law and areas of importance for brokers.
 

Risk issues in Rural Industries

2019-062
1.00 CPD Points
27 June 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
Farming and Rural Business are a diverse and varied lot. In this session, I will discuss the unique risk factors from different rural industries, from Avocados to Zoological society’s and many things in between. I will discuss how I would approach these risks as an underwriter, specifically how I would accommodate, mitigate, refuse, or manage these risks.
 

Unconscious Bias

2019-074
1.00 CPD Points
04 July 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
We all have a degree of unconscious bias. It is the brains way of managing and categorising the plethora of information we are subjected to each and every day. Within this categorising is the tendency to discriminate against a group or type of person.
 

Newsletter Writing for Financial Services Part 2 - Distribution. Response Management.

2019-036
1.00 CPD Points
09 July 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
Distribution and response management - this will save you hours and hours (Part 2 of a 2 part series)
 

Referral Marketing: How to Leverage Your Clients to Get New Ones

2019-067
1.00 CPD Points
16 July 2019
PIQ Boardroom
Level 5 280 Queen Street Auckland New Zealand All sessions are available via webinar unless specified.
The most effective marketing you can do is leveraging your existing clients to get new ones.
 

Multi-Step Financial Advice Processes

2019-063
1.00 CPD Points
17 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.
 

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
 

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.
 

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
 
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