O12_Client_Segmentation

finsia.com

Do you know which clients are willing to pay more for advice? This 60-minute webinar will give you the freedom to learn about Client Segmentation & Retention Strategies from the convenience of your desk. Malcolm Johnson will share his insights into how you can increase the value of your existing client base through segmentation strategies based on behavioural finance theory. He will also discuss the findings from a recently completed study of financial planning clients and the implications and opportunities of valuing advice from a client’s perspective.

During this webinar, you will: > Learn how to identify clients who acknowledge that they need to make changes in their life > Understand the different aspirations which drive men and women > Gain insights into major life domains that people see contributing to their aspirations for a better life > Identify specific activities that will require ongoing strategy and product advice

Benefits of attending: > Grow your business by identifying clients who will add value to your business and who will be enthusiastic to pay for ongoing advice > Pre-empt the position your company will take as FOFA gets underway by analysing your client list using behavioural finance theory > Retain clients by valuing advice from a client’s perspective and understand where finances fit in a persons life. Secure your spot now, call our Events Concierge on 02 9275 7960 or register online.

About Malcolm Johnson Malcolm received the first Australian Doctorate in Behavioural Finance, he works in the advice space, and contributes to knowledge initiatives as an Adjunct Associate Professor in Financial Planning at Griffith University.

Time 1pm to 2pm AEST

Investment$70 Member $105 Non-member

PD Points: 1

register by thursday,

19 april

Client Segmentation & retention StrategieS WeBinar: tUeSDaY, 24 aPril 2012

Registrations close Thursday, 19 April 2012 Please complete and return registration form to:

PO Box H99Australia Square, NSW 1215

Alternatively, call our Events Concierge on 02 9275 7960. F > +61 2 9275 7999E > [email protected]

Finsia – Financial Services Institute of Australasia ACN 066 027 389 ABN 96 066 027 389

Finsia NZ Limited GST 96 458 150

This document becomes a tax invoice for GST purposes upon completion of payment, and when signed and dated. Please keep a copy for your records.

O12_CLIENT SEGMENTATION_0412

finsia.comPO BOx H99Australia SquareNSW 1215F > 61 2 9275 7999 [email protected]

CLient segmentation & Retention stRategies

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WeBinar: tUeSDaY, 24 aPril 2012

register by thursday,

19 april

name:

Finsia member: No yes Member ID:

Position/Title:

Company:

Address:

State: Postcode:

Phone: ( )

Email:

Dietary requirements:

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Event name: Client Segmentation & Retention Strategies Event date: Tuesday, 24 April 2012

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finsia.comf 61 2 9275 7999 [email protected]

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O12_CLIENT SEGMENTATION_0412

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O12_Client_Segmentation