Calendar

 

Nov
22
Wed
2017 FPA Professionals Congress
Nov 22 @ 2:00 pm – Nov 24 @ 2:30 pm

The Financial Planning Association of Australia (FPA) has announced registrations are now open for the 2017 FPA Professionals Congress, to be held in Hobart from 22-24 November.

Amid the spectacular scenery of Tasmania, this year’s Congress promises to be both inspiring and challenging for all involved, providing the opportunity for FPA members and the wider financial planning community to develop both personally and professionally.

Registrations are also open for the annual Future2 Wheel Classic endurance cycle ride and three new hiking challenges, offering different grades to suit all abilities.

Nov
29
Wed
Sales Skills for Financial Planners Workshop
Nov 29 @ 9:00 am – 4:30 pm

Do you want to make the most of your opportunities and maximise your conversion rates?

The Sales Skills for Financial Planners workshop, worth 6 CPD points, is for new and experienced risk and investment advisers and will ensure you:

  • Appreciate the difference between a job and an opportunityand the importance of purpose on a daily basis
  • Understand that your mindset is the biggest determinant of all business outcomes
  • Get an effective and client friendly structure for a first client meeting
  • Make certain that business that is there for the taking doesn’t slip through the cracks
  • Maximise conversion rates from first appointment seen to long term clients obtained
  • Understand the psychology of handling objections
  • Get some rules of client engagement for incorporating estate planning into your client offering

Book your ticket today and earn 6 CPD points.

Feb
19
Mon
MDRT – Evolution of Advice WA – Save the date
Feb 19 all-day

More details to follow…

Feb
20
Tue
MDRT – Evolution of Advice SA – Save the date
Feb 20 all-day

More details to follow…

Feb
22
Thu
MDRT – Evolution of Advice VIC – Save the date
Feb 22 all-day

More details to follow…

Feb
23
Fri
MDRT – Evolution of Advice QLD – Save the date
Feb 23 all-day

More details to follow…

Feb
26
Mon
MDRT – Evolution of Advice NSW – Save the date
Feb 26 all-day

More details to follow…

Jun
24
Sun
MDRT Annual Meeting – Los Angeles – Save the date
Jun 24 – Jun 27 all-day

Make sure you start planning for the MDRT Annual Meeting in LA June 24-27

This year’s meeting in Orlando sold out in less than 6 weeks, so it’s always best to start planning now

Attached are the Qualifications for membership, if you’d like more information contact us MDRT@jbsfinancial.com.au as we’d love to see you there, it certainly is an experience!