The following workshops have been scheduled:

 

 

How to Become a Trusted Family Advisor Part 1-Postponed to a date to be advised due to COVID-19

This workshop is an interactive 2 hour workshop delivered online via teleconference.  The first instalment of this FBA tailored program focusses is an introductory briefing that will  provide you with an opportunity to assess and review your own service and benchmark it against your peers. It will provide you with awareness, assessment and action items for 10 new opportunities for you to follow grow your business.

Pre-work is distributed in advance to prepare advisors to engage in real life discussions related to your practices during the workshop.

Attendance at session one is not compulsory to attend subsequent sessions. The workshops are designed to  provide you with the tools, resources and information to immediately add value to your client relationships in line with global best practice, and enhance your position as a trusted advisor to take your client relationships, advisory business, and reputation to the next level.  This workshop will suit advisors who have been working with multi-generational families and affluent individuals for between 1 and 10 years, from multiple disciplines including accountants, lawyers, bankers, financial planners, investment advisors and wealth managers.


Benefits from completing the workshops include:

  • The actions are immediately implementable; and

  • You can gain access to some of the Institute for Family Wealth’s additional tools and resources for a limited period of time.

How to Become the Trusted Family Advisor Part 2-Understanding the Generations-Postponed to a date to be advised due to COVID-19

This workshop is an interactive 2 hour workshop delivered online via teleconference. 

This workshop is part 2 of this series and it will assist you in tailoring communications and strategies for each generation to allow you to add significant value in supporting your multi-generational family clients.

Pre-work is distributed in advance to prepare advisors to engage in real life discussions related to your practices during the workshop.

 

Attendance at session one is not compulsory to attend subsequent sessions. The workshops are designed to  provide you with the tools, resources and information to immediately add value to your client relationships in line with global best practice, and enhance your position as a trusted advisor to take your client relationships, advisory business, and reputation to the next level.  This workshop will suit advisors who have been working with multi-generational families and affluent individuals for between 1 and 10 years, from multiple disciplines including accountants, lawyers, bankers, financial planners, investment advisors and wealth managers.

 

Benefits from completing the workshops include:

  • The actions are immediately implementable; and

  • You can gain access to some of the Institute for Family Wealth’s additional tools and resources for a limited period of time.

Family Wealth Conversations-Postponed to a date to be advised due to COVID-19

This workshop is an interactive 2 hour workshop delivered online via teleconference. 

The third instalment of this FBA tailored program will focus on how you can embrace the opportunity to transition your practice to one which looks beyond the money, includes the entire family as the client and most importantly, addresses the family’s need to be prepared for the successful transition of wealth to the next generation

Pre-work is distributed in advance to prepare advisors to engage in real life discussions related to your practices during the workshop.

Attendance at session one is not compulsory to attend subsequent sessions. The workshops are designed to  provide you with the tools, resources and information to immediately add value to your client relationships in line with global best practice, and enhance your position as a trusted advisor to take your client relationships, advisory business, and reputation to the next level.  This workshop will suit advisors who have been working with multi-generational families and affluent individuals for between 1 and 10 years, from multiple disciplines including accountants, lawyers, bankers, financial planners, investment advisors and wealth managers.

 

Benefits from completing the workshops include:

  • The actions are immediately implementable; and

  • You can gain access to some of the Institute for Family Wealth’s additional tools and resources for a limited period of time.

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Level 11
344 Queen Street
BRISBANE.QLD.4000
Ph:+61 7 3845 2900

Fax:+61 7 3845 2999

Email: bscott@ewmgroup.com.au

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