We have partnered with the FPA to deliver two streams of its Masterclass Series – Journey of Advice.
Stream Two – Winning New Clients
- Value of advice – how to articulate and demonstrate it
- Clarifying your offer – the nitty gritty
- New ways to market yourself and your business
- What do comics, comedy and magic have in common with making the complex sale?
Stream Three – Providing a World Class Client Experience
- Values based advice and goals based advice?
- How to make life easier for your clients
- Measuring value, impact and financial progress
- How to create a client-obsessed culture
The series runs until April 2022 and you can watch the sessions live or on-demand. The series is already underway, so you can register and catch up on-demand.
Up to 27 CPD hours are available for advisers across the series.
Past performance is not a reliable indicator of future performance. There are risks involved with investing and the value of your investments may fall as well as rise. This article represents Allan Gray's view at a point in time and may provide reasoning or rationale on why we bought or sold a particular security for the Allan Gray Funds or our clients. We may take the opposite view/position from that stated, as our view may change. This article constitutes general advice or information only and not personal financial product, tax, legal, or investment advice. It does not take into account the specific investment objectives, financial situation or individual needs of any particular person and may not be appropriate for you. Before deciding to acquire an interest in the Allan Gray Funds, open an account with Allan Gray Superannuation and Retirement or Allan Gray Investments, or before making any other investment decision, please read the relevant disclosure document available on this website. We have tried to ensure that the information here is accurate in all material respects, but cannot guarantee that it is.
Target Market Determinations (TMDs) for the Allan Gray products can be found at allangray.com.au/PDS-TMD-documents. Each TMD sets out who an investment in the relevant Allan Gray product might be appropriate for and the circumstances that trigger a review of the TMD.
Equity Trustees Limited ABN 46 004 031 298, AFSL No. 240975 is the issuer of units in the Allan Gray Funds. OneVue Wealth Services Limited ABN 70 120 380 627, AFSL No. 308868 is the Responsible Entity and the Operator and Facilitator of the Investor Directed Portfolio Service which includes Allan Gray Investments. Diversa Trustees Limited ABN 49 006 421 638, AFSL No 235153 RSE Licence No L0000635 is the trustee of Allan Gray Superannuation and Allan Gray Retirement. Allan Gray Superannuation and Allan Gray Retirement are superannuation products within OneSuper ABN 43 905 581 638 RSE R1001341.