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EVENTS

Events for the businesses and their advisors

Events for leaders, their advisors and the clients they serve, built with the same rigour we bring to our consulting work and focused on what drives performance and growth in a financial services business.

Upcoming events

New dates are added through the year. If none suits you, register your interest below and we’ll let you know first.

  • The 6th Sense - A Client Experience
    The 6th Sense - A Client Experience
    Mon, 16 Nov
    16 Nov 2026, 12:00
    Online - Zoom
    A free webinar for the owners and leaders of financial planning businesses on the experience clients have at your office, and why it influences loyalty and referrals more than most businesses realise.

MISSED ONE?

Watch past webinars

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