Regular client communication and using eBooks

CPD Points: 1.00
Knowledge Areas: Practice Management

What is this webinar about? 

We’re excited to bring you a 4-part series of exclusive webinars over the course of 2017 that focuses on practice management. These webinars will be hosted by Steve Holmes, Co-Founder / Director of SH Marketing & Design and Feedsy, who brings to the table close to 30 years’ experience in both financial services and marketing. 

For round one, Steve will take you through ‘regular client communication and using eBooks’. In one hour, he will cover: 

• The importance of email-list hygiene and how to keep it clean 
• Myths that get in the way of great user experiences 
• Understanding who is most active and engaged clients (understanding advocacy) 
• Keeping your brand front of mine 
• Generating leads and increasing subscribers by using eBooks 

This is perfect for Financial Advisers, Tax (financial) Advisers, Accountants, Credit Representatives, Paraplanners and Support Staff. 

If you want to hear from an expert and gain CPD points at the same time, then you will want to join one of these sessions. 

*Please note all webinars are in Australian Eastern Standard Time


  • 2:30 pm - 3:30 pm
    1.00 CPD Point