Life insurance specialist TAL has launched a webinar to help financial advisers manage their business in the virtual environment, through the TAL Risk Academy.
The 'Adapting Your Business to Provide Outstanding Service' virtually webinar focused on providing advisers with the tools and resources to deliver quality service to their customers in the current environment.
Beau Riley, TAL head of licensees and partnerships, said the webinar supported advice practices for those that were working remotely for the first time.
“As COVID-19 continues to impact financial markets, we’re seeing more Australians look to advisers for guidance and direction, so it’s more important than ever for advisers to remain accessible to their clients,” Riley said.
“TAL’s Risk Academy webinar provides guidance and practical examples around these issues to help advisers navigate this challenging time.”
TAL was also designing alternative options for the Risk Academy’s face-to-face classes and reviewing its training courses to support advisers in the current climate.
“If advisers need to keep up with their CPD [continuing professional development] requirements remotely, the TAL Risk Academy provides free on-demand and webinar courses across all FASEA [Financial Advisers Standards and Ethics Authority] CPD categories and we will be offering live streamed workshops from May,” Riley said.
The webinar featured insights from Marshall Ross, TAL sales development manager; Jason Poole, managing director at GPA and founder of Client First Advisers; and Tyson Jones, senior financial advisers at Jonas Wealth Management.