{"id":49656,"date":"2020-04-21T10:34:17","date_gmt":"2020-04-20T23:34:17","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=49656"},"modified":"2020-04-21T10:41:30","modified_gmt":"2020-04-20T23:41:30","slug":"help-for-advisers-on-providing-virtual-financial-advice","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2020\/04\/21\/help-for-advisers-on-providing-virtual-financial-advice\/","title":{"rendered":"Help With Providing Virtual Financial Advice"},"content":{"rendered":"<p><a href=\"https:\/\/www.tal.com.au\/\" target=\"_blank\" rel=\"noopener noreferrer\">TAL<\/a> has launched a new webinar to help financial advisers successfully manage their businesses in a virtual environment.<\/p>\n<p>Run through its industry education programme, TAL Risk Academy, the insurer says in a media release the webinar focuses on providing advisers with tools and resources to deliver quality service to their customers in the current environment.<\/p>\n<p>It features insights from TAL Sales Development Manager, <strong>Marshall Ross<\/strong>, and two advisers who have extensive experience in managing their services online: <strong>Jason Poole<\/strong>, Managing Director at GPA Matrix and Founder of Client First Advisors, and <strong>Tyson Jones,<\/strong> Senior Financial Adviser at Jonas Wealth Management.<\/p>\n<figure id=\"attachment_49660\" aria-describedby=\"caption-attachment-49660\" style=\"width: 148px\" class=\"wp-caption alignright\"><a href=\"https:\/\/riskinfo.com.au\/news\/files\/2020\/04\/Beau-Riley.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-49660\" src=\"https:\/\/riskinfo.com.au\/news\/files\/2020\/04\/Beau-Riley.jpeg\" alt=\"\" width=\"148\" height=\"179\" \/><\/a><figcaption id=\"caption-attachment-49660\" class=\"wp-caption-text\">Beau Riley&#8230;many advice practices are exploring working remotely for the first time.<\/figcaption><\/figure>\n<p>TAL Head of Licensees and Partnerships, <strong>Beau Riley<\/strong>, \u00a0notes that as business operations across Australia are impacted by COVID-19 many advice practices are exploring working remotely for the first time.<\/p>\n<p>\u201cThis webinar supports advisers by discussing how to successfully manage their operational processes and teams online with the right technology and tools.<\/p>\n<p>\u201cAdvisers need to be harnessing technology that enables them to make the advice process as efficient as possible while also maintaining their compliance obligations.&#8221;<\/p>\n<p>He says the webinar provides guidance and practical examples around these issues to help advisers.<\/p>\n<p>Riley notes too that TAL Risk Academy is designing alternative options for its \u00a0face-to-face classes and reviewing its training courses \u201c\u2026 to ensure we provide relevant support for advisers at this difficult time. If advisers need to keep up with their CPD requirements remotely, the TAL Risk Academy provides free on-demand and webinar courses across all FASEA CPD categories and we will be offering live streamed workshops from May,\u201d he says.<\/p>\n<p>The webinar, <em>Adapting your business to provide outstanding service virtually<\/em>, is available on demand for all financial advisers. \u00a0<a href=\"https:\/\/adviser.tal.com.au\/\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for more information.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>TAL has launched a new webinar to help financial advisers successfully manage their businesses in a virtual environment. Run through its industry education programme, TAL Risk Academy, the insurer says in a media release the webinar focuses on providing advisers with tools and resources to deliver quality service to their customers in the current environment. [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":49664,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6994],"tags":[],"class_list":{"0":"post-49656","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-education"},"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/49656","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/24"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=49656"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/49656\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/49664"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=49656"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=49656"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=49656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}