The following workshops have been scheduled:

 

 

11 Feb 2019

Philanthropy-Session One

Philanthropy in Australia is a multi-billion industry. 80% of Australian are giving financially – your clients are amongst them and the $12b donated annually.  Trusted advisers have opportunity to assist their clients in a journey beyond traditional advice.  How?

 

The topics in this interactive workshop are immediately implementable and will provide insight into:

·         Why and How clients give

·         Giving structures vs Unstructured giving; and

·         10 clear steps you can take to add value to your clients in this area

 

The topics are delivered online via teleconference in 3 separate 1 hour sessions.

18 Feb 2019

Philanthropy-Session Two

Philanthropy in Australia is a multi-billion industry. 80% of Australian are giving financially – your clients are amongst them and the $12b donated annually.  Trusted advisers have opportunity to assist their clients in a journey beyond traditional advice.  How?

 

The topics in this interactive workshop are immediately implementable and will provide insight into:

·         Why and How clients give

·         Giving structures vs Unstructured giving; and

·         10 clear steps you can take to add value to your clients in this area

 

The topics are delivered online via teleconference in 3 separate 1 hour sessions.

 

25 Feb 2019

Philanthropy-Session Three

Philanthropy in Australia is a multi-billion industry. 80% of Australian are giving financially – your clients are amongst them and the $12b donated annually.  Trusted advisers have opportunity to assist their clients in a journey beyond traditional advice.  How?

 

The topics in this interactive workshop are immediately implementable and will provide insight into:

·         Why and How clients give

·         Giving structures vs Unstructured giving; and

·         10 clear steps you can take to add value to your clients in this area

 

The topics are delivered online via teleconference in 3 separate 1 hour sessions.

29 Apr 2019

Great Wealth Transfer-Introduction and Adviser Briefing

This flagship program is delivered online via teleconference in seven separate sessions. It focuses entirely on non-technical wealth transfer topics that serve as new opportunities for advisers to take their practices to the next level.  Advisers can use tools immediately upon return to their business to effectively accelerate an it’s growth and visibility by adding best practice wealth transfer topics to his/her services. Adviser who attend receive:

·         325-page Workshop Manual

·         Access to world class faculty of authors and thought leaders on family dynamics

 

The key training take-aways are:

·         Differentiate an adviser’s practice from their peers

·         Strengthen and build long-lasting relationships with entire client families…before the estate transfers

·         Acquire new affluent families as clients

 

06 May 2019

Great Wealth Transfer-Family Wealth Conversation

This flagship program is delivered online via teleconference in seven separate sessions. It focuses entirely on non-technical wealth transfer topics that serve as new opportunities for advisers to take their practices to the next level.  Advisers can use tools immediately upon return to their business to effectively accelerate an it’s growth and visibility by adding best practice wealth transfer topics to his/her services. Adviser who attend receive:

·         325-page Workshop Manual

·         Access to world class faculty of authors and thought leaders on family dynamics

 

The key training take-aways are:

·         Differentiate an adviser’s practice from their peers

·         Strengthen and build long-lasting relationships with entire client families…before the estate transfers

·         Acquire new affluent families as clients

 

13 May 2019

Great Wealth Transfer-Family Meetings

This flagship program is delivered online via teleconference in seven separate sessions. It focuses entirely on non-technical wealth transfer topics that serve as new opportunities for advisers to take their practices to the next level.  Advisers can use tools immediately upon return to their business to effectively accelerate an it’s growth and visibility by adding best practice wealth transfer topics to his/her services. Adviser who attend receive:

·         325-page Workshop Manual

·         Access to world class faculty of authors and thought leaders on family dynamics

 

The key training take-aways are:

·         Differentiate an adviser’s practice from their peers

·         Strengthen and build long-lasting relationships with entire client families…before the estate transfers

·         Acquire new affluent families as clients

20 May 2019

Great Wealth Transfer-Understanding the Generations

This flagship program is delivered online via teleconference in seven separate sessions. It focuses entirely on non-technical wealth transfer topics that serve as new opportunities for advisers to take their practices to the next level.  Advisers can use tools immediately upon return to their business to effectively accelerate an it’s growth and visibility by adding best practice wealth transfer topics to his/her services. Adviser who attend receive:

·         325-page Workshop Manual

·         Access to world class faculty of authors and thought leaders on family dynamics

 

The key training take-aways are:

·         Differentiate an adviser’s practice from their peers

·         Strengthen and build long-lasting relationships with entire client families…before the estate transfers

·         Acquire new affluent families as clients

27 May 2019

Great Wealth Transfer-Client Engagement Tools

This flagship program is delivered online via teleconference in seven separate sessions. It focuses entirely on non-technical wealth transfer topics that serve as new opportunities for advisers to take their practices to the next level.  Advisers can use tools immediately upon return to their business to effectively accelerate an it’s growth and visibility by adding best practice wealth transfer topics to his/her services. Adviser who attend receive:

·         325-page Workshop Manual

·         Access to world class faculty of authors and thought leaders on family dynamics

 

The key training take-aways are:

·         Differentiate an adviser’s practice from their peers

·         Strengthen and build long-lasting relationships with entire client families…before the estate transfers

·         Acquire new affluent families as clients

03 Jun 2019

Great Wealth Transfer-Business Building Tools

This flagship program is delivered online via teleconference in seven separate sessions. It focuses entirely on non-technical wealth transfer topics that serve as new opportunities for advisers to take their practices to the next level.  Advisers can use tools immediately upon return to their business to effectively accelerate an it’s growth and visibility by adding best practice wealth transfer topics to his/her services. Adviser who attend receive:

·         325-page Workshop Manual

·         Access to world class faculty of authors and thought leaders on family dynamics

 

The key training take-aways are:

·         Differentiate an adviser’s practice from their peers

·         Strengthen and build long-lasting relationships with entire client families…before the estate transfers

·         Acquire new affluent families as clients

10 Jun 2019

Great Wealth Transfer-Business Building Plan

This flagship program is delivered online via teleconference in seven separate sessions. It focuses entirely on non-technical wealth transfer topics that serve as new opportunities for advisers to take their practices to the next level.  Advisers can use tools immediately upon return to their business to effectively accelerate an it’s growth and visibility by adding best practice wealth transfer topics to his/her services. Adviser who attend receive:

·         325-page Workshop Manual

·         Access to world class faculty of authors and thought leaders on family dynamics

 

The key training take-aways are:

·         Differentiate an adviser’s practice from their peers

·         Strengthen and build long-lasting relationships with entire client families…before the estate transfers

·         Acquire new affluent families as clients

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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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