Empower your clients to navigate complex generational wealth transfer and succession challenges with expert strategies for sustainable legacy and future growth.
During this 60-minute session, participants will learn how to identify and have a conversation with a significant individual or family who requires support and advice on issues involving “Succession.” The webinar will cover how to package an offer to serve the client. The conversations can be quite broad and deep, depending on the complexity of the asset base and group. There is a need to create a level of tension, and this enables parties to openly discuss issues of income, equity, and control.
This session will look at these three areas and demonstrate how these topics can help to create the 3-, 10-, and 100-year plan for the individual, business, and/or family. Participants will learn how to ensure the vision (for all) is identified and delivered with the highest degree of probability and the least amount of risk.
Australia's Leading Professional Association for the Financial Advice Profession
The Financial Advice Association of Australia (FAAA) is the leading body representing financial planning and financial advice professionals in the Southern Hemisphere. We deliver high-quality learning experiences designed to drive real-world-results for professionals. With thousands of professionals benefiting from our Continuing Professional Development (CPD, PD, CPE, CE) webinars, we’ve helped lawyers, accountants, financial planners, financial advisers, solicitors, fund managers, financial coaches, government officials, insurance and mortgage brokers and many more professionals enhance their skills, stay informed, remain compliant and advance in their careers. We bridge the gap between theory and practice, offering content curated by industry experts to equip you with practical knowledge in high-demand areas. Investing in the FAAA’s professional development content means choosing quality, convenience and credibility. We delve into current issues often with live case studies presented by professionals who walk the talk. Our webinars are not only informative but also practical, providing you with actionable insights that you can apply in your daily practice. Our speakers are from various backgrounds, including law, accounting, finance and more. We specialise in practical training in areas such as Ethics, Regulatory & Compliance, Expat- Tax, Client Care and Technical Competence. Whether you are a professional, recent graduate, manager or lifelong learner, you’ll find practical courses to advance your career with confidence.
Founder and CEO of Significant Advice Network (SAN)
Building closer and deeper relationships with valued clients is the philosophy I live by. I'm a coach, teacher, and mentor in the Family Advisory Board space. A high-school teacher by trade, I moved into the advisory space in 1987 when I founded Fitzpatrick's Private Wealth, a national advisory and wealth management firm. In those days, it was rare to find businesses using a client-centric advice model. I felt it was important to base our firm around truly understanding clients' needs and charging on a transparent fee-for-advice policy. Today, I’m sitting back as a mentor for Fitzpatrick's, looking on towards my next projects, The Great Advisory Frameworks (GAF) and Significant Advice Network (SAN). The GAF is my online course giving advisors the business frameworks they need to build a great advisory business. Getting clarity around your value, capability and purpose is crucial to success. But more than that, The GAF helps participants to appreciate what makes a great life for them, and to love the work they do. The Significant Advice Network is a coaching and mentoring program designed for experienced accounting, legal and financial advisers who are looking for career extension and would like, in their next chapter of work, to sit on the family board. The Program provides advisers with the tools, skills and capabilities to broaden the conversation with Individuals and Families and to create a plan to deliver the clients' vision with the highest degree of probability and the lowest amount of risk. Future clients want their SAN Adviser to know how to think about all their problems, construct a lifetime plan and drive them, the family, and the business from ‘Chaos to Greatness’.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
