Life insurance specialist TAL has a new on-demand webinar especially designed to help financial advisers deliver quality service to customers at a time when things have gone virtual.
“As business operations across Australia are impacted by COVID-19, many advice practices are exploring working remotely for the first time,” said Beau Riley, head of licensees and partnerships at TAL. “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.”
Entitled Adapting your business to provide outstanding service virtually, the webinar is offered through TAL Risk Academy. It features insights from TAL sales development manager Marshall Ross, GPA Matrix managing director and Client First Advisors founder Jason Poole, and Jonas Wealth Management senior financial adviser Tyson Jones.
Riley added: “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.”
