Crucial conversations; time to talk, time to listen
For many retirees the Covid-19 pandemic looms as a serious health threat with a potentially devastating effect on their retirement savings and future lifestyle. How do you cut through fear, rumour, misinformation and provide rational, insightful advice. And be heard?
View our 3 part webinar series
Part 1: Tony Bulmer, Founder of the Bulmer Group, specialising in presentation coaching
Tony discusses how planning and structuring conversations utilising video conferencing, along with creating the right environment, will ensure clarity of messaging for maximum impact and understanding. He explores how limiting agenda topics and importantly, having an intended outcome or key message is crucial.
Part 2: Naomi Abbott, Director of Conscious Presence, specialising in enhancing communication impact and building client trust
Naomi discusses how to truly connect with your clients through your conversations so you can build on and enhance trust. You'll learn about the neuroscience/brain functioning behind conversations, helping you to identify the triggers that may overrule rational thinking and impact trust.
Part 3: Jon Glass, Retirement Coach and Author from 64PLUS, specialising in retirement
Jon’s session is not about financial advice. It’s about how to adjust and thrive amidst changing circumstances. Jon utilises a coaching approach to explore how your clients can learn to adapt and live their best retirement. As a retiree himself, Jon will explore the things that really matter most right now.
Check out our recorded webinars featuring Australian retirement experts.
Facilitating Holistic Retirement Advice
Our Head of Distribution, Caitriona Wortley sits down with the Three Sisters Group to discuss holistic advice and changes in the retirement landscape.
Future Safe and the five key needs of retirees
Watch Lydia Kapterian explain how Future Safe can address the five key needs that provide comfort and peace of mind for retirees.
The need for innovation within retirement and the changing landscape
We discuss the need for greater innovation within the retirement segment and the changing landscape. We also get Zenith's view on Future Safe as a retirement solution and how to conduct retirement portfolios.
Business Development Team