TAL, a leading Australian life insurance specialist, has launched a new webinar to help financial advisers successfully manage their businesses in a virtual environment.
Run through their industry-leading education program, TAL Risk Academy, the webinar focuses on providing advisers with tools and resources to deliver quality service to their customers in the current environment. It features insights from TAL Sales Development Manager, Marshall Ross, and two advisers who have extensive experience in managing their services online: Jason Poole, Managing Director at GPA Matrix and Founder of Client First Advisors, and Tyson Jones, Senior Financial Adviser at Jonas Wealth Management.
TAL Head of Licensees and Partnerships, Beau Riley, said, "As business operations across Australia are impacted by COVID-19, many advice practices are exploring working remotely for the first time. This webinar supports advisers by discussing how to successfully manage their operational processes and teams online with the right technology and tools.
"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. Advisers need to be harnessing technology that enables them to make the advice process as efficient as possible while also maintaining their compliance obligations. TAL’s Risk Academy webinar provides guidance and practical examples around these issues to help advisers navigate this challenging time.
"This is an unprecedented situation, however advisers should feel confident that TAL is committed to continuing to support their education needs so they can deliver the best possible advice for their clients.
"In addition to this webinar, we are designing alternative options for TAL Risk Academy’s face-to-face classes and reviewing our training courses to ensure we provide relevant support for advisers at this difficult time. If advisers need to keep up with their CPD requirements remotely, the TAL Risk Academy provides free on-demand and webinar courses across all FASEA CPD categories and we will be offering live streamed workshops from May,” he said.
The webinar, Adapting your business to provide outstanding service virtually, is available on demand for all financial advisers. For more information on the TAL Risk Academy, or to enrol in the webinar, advisers can visit: https://adviser.tal.com.au/.