Client experience and connection
30 Oct 2024 | 1 CPD point | 60 min
From introduction to long-term commitment, we’ll examine client behaviours, generational differences and the adjustments needed to successfully connect with clients in ways that resonate. We’ll share insights on how to gain commitment and avoid objections, navigate evolving expectations and elevate the client experience.
CPD quiz coming soon
Retention, reward and remuneration strategies
22 Aug 2024 | 1 CPD point | 60 min
Most business owners agree that their teams are their most valuable asset, but also their biggest challenge. Facing a competitive market and evolving employee expectations, are you strategically leveraging incentives, remuneration and reward to attract and retain high-performing people, or is this the competitive edge you’ve been overlooking?
CPD quiz coming soon
Ethics in practice
12 June 2024 | 1 CPD point | 60 min
Ethical decision-making combines our core values with ethical principles to offer key anchors when applying moral judgements. Find out how to apply practical decision-making frameworks to everyday situations you may face and hear about the regulator's views on the Code of Ethics.
Challenging our moral compass
6 June 2024 | 1 CPD point | 60 min
Reducing the barriers to ethical decision-making requires awareness, ethical thinking and an ability to recognise and mitigate our biases. We explore key ethical theories, principles and decision-making frameworks for some of the ethical issues advisers face today.
Tech stack transformations
8 May 2024 | 1 CPD point | 60 min
Tech consultants from Finura Group uncover the pain points of advice practices undergoing a tech transformation. Hear thought-provoking stories from advice practices, Link Wealth and Wattle Partners, as they reflect on their own tech transformation journeys.
Striking deals
26 Mar 2024 | 1 CPD point | 80 min
During the business life cycle, most owners reach a crucial decision point: can the business grow and thrive in its current state, or would it benefit from a sale, purchase or merger? Hear from five advice practices who have restructured and the lessons they learnt along the way.
Operations, obstacles and opportunities
28 Feb 2024 | 1 CPD point | 55 min
Sue Viskovic from Elixir Consulting explores business effectiveness through the lens of back-office operations and client experience. We reveal techniques from high-performing teams to help you break through efficiency barriers and maximise opportunities.
For technical enquiries contact us
Standard Operating Hours
8:30am to 6pm (Sydney time)
Holiday Period
CLOSED public holidays (25 to 26 Dec & 1 Jan)
23 Dec 2024 to 3 Jan 2025, 9am to 3pm (Sydney time)
6 to 10 Jan 2025, 8:30am to 5pm (Sydney time)
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36.