How to settle clients in an unsettled time
24 August 2020 | 10:30am – 2:00pm AEST
What does a client do, what should a client do and what could a client do in times of crisis. With a focus on portfolio design – we will examine how clients react and either embrace your advice or push back against it.
Facilitated by Graham Rich
Panellists: Nathan Baker CFP®, Anne Graham CFP®, Dr Joanne Earl (academic)
Partner Speakers:Anthony Doyle, Fidelity, Douglas Isles, Platinum Asset Management, Myooran Mahalingam, MLC
Access this masterclass as part of your FPA [Virtual] Congress registration.
FPA member: $249
Non member: $449
FPA Professional Practice & FPA Professional Partner: $199 (per person)
To attend this event, book now via our: