Create lifetime relationships with clients through risk profiling
In Sydney? Learn how risk profiling can help create lifetime relationships with clients. Financial Express is hosting a joint event with risk profiling organisation, FinaMetrica on Thursday November 24th in Sydney CBD.
Paul Resnik, co-founder of FinaMetrica in partnership with Financial Express team will share their thoughts on:
“Global trends in regulation and competition relevant to Australian planning businesses and their service providers”
Also hear how FinaMetrica’s asset weighting methodology has now been integrated into FE Analytics. This means that advisers can generate customer reports which include references to the way a client’s portfolio aligns and evolves with the client’s tolerance for risk.
This is another important enhancement to FE’s market leading suite of customer reporting tools; find out how FE can help grow your business.
Venue: The Rugby Club
Rugby Place
Off 31 Pitt Street
Sydney NSW 2000
Location: The Waratah Room – Level 1
Start time: 4pm – presentation from 4pm to just before 5 - followed by drinks and canapés
Event concludes: 7pm
Open to all advisers.
To register email [email protected]
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