How clients are reacting to uncertainty and how best to deal with it

Drawing on CoreData's just completed research Andrew Inwood shares insights into how Australian investors are reacting to the coronavirus uncertainty and how advisers can best support clients in this environment.

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How to deliver a five-star advice experience presentation

Here how you can build a five-star service model from Stewart Bell of Audere Coaching & Consulting as he shares simple strategies to engage with your clients in a remarkable and memorable way.

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Advising to Generation Y - The Emerging Affluent

Discover a playbook on how to attract, manage and retain the Emerging Affluent - younger, well-educated, mostly professional Advisable Australians with tremendous advice potential.

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Designing a Client Experience that Drives Growth with Julie Littlechild - The Emerging Affluent

Learn the fundamental truths about client experience from internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild.

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