search

Events

IMAP Webinar Series 6 February 2023 Technology's role is sustaining a 25 year advice relationship 5 sessions over one week
IMAP Webinar Series 6 - 10 February 2023 focusing on Technology's role in sustaining a 20 year advice relationship

IMAP is running our popular Webinar series with one 45 minute webinar per day starting at 12 noon for one week from Monday 6th to Friday 10th February 2023

This year we are focusing on technology's role in sustaining a 20 year advice relationship, which is all about building and maintaining advice relationships over the long term. Bringing in communciation, information, goals reporting and supporting the client/adviser team rapport can be enhanced with the use of your technology stack and great business processes.

Technology is at the heart of the adviser/client relationship along four key dimensions of relationship;
• Build Trust
• Demonstrate Intimacy
• Be on hand – or at least in the pocket
• Be adaptive

Hosted by Fraser Jack, InvestTech addresses the key issues where technology intersects with creating and sustaining a 20 year relationship in this IMAP virtual conference

Monday 6th February 2023
Tuesday 7th February 2023
Wednesday 8th February 2023
Thursday 9th February 2023
Friday 10th February 2023
Friday 10th February 2023
IMAP Portfolio Management Conference 2023 7th 14th 21st March 2023
7

IMAP Portfolio Management Conference 2023

Register now for your essential IMAP Portfolio Management Conference 2023
IMAP's Portfolio Conference will bring you the latest investment thinking in managing your clients' portfolios and managed account asset weightings from a wide range of speakers, and different agenda topics in each city location
Melbourne Tuesday 7th March 2023
Sydney Tuesday 14th March 2023
Brisbane Tuesday 21st March 2023
Legislated CPD Accredited

Contact us

Email
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Phone
0414 443 236