Business networking can give new and experienced female advisers access to new opportunities to build a book that they might not be able to find on their own. Despite often being natural networkers in their personal lives, many women hesitate to network professionally, associating it with the idea of ‘selling themselves’.
Building networks is essential to establishing a good professional reputation, attracting clients and forging long-term relationships. It involves meeting and getting to know people whom an investment adviser can assist and who will value their professional expertise. Establishing a solid professional network means being front of mind for anyone in that network who is looking for investment advice.
Presenter Kate Potter will provide valuable, practical tips for female advisers and those thinking about embarking on a career in investment advice on how to network for commercial opportunity. This is an essential event for any female adviser looking to build their book to have a phenomenal career.
This is a free event for members and their + one — another woman in your firm who you think could be interested in becoming an adviser.
The presentation will be followed by networking drinks.
Date: Tuesday 12 November
Time: 5.00pm — 7.00pm (presentation commences at 5.20pm)
Venue: Shaw and Partners, Level 7, Chifley Tower, 2 Chifley Square, Sydney
CPD: Professional Standards CPD: Client care and practice 0.83 hour
ASIC Knowledge Area: Generic knowledge 0.83 hour
Cost: This is a free, member-only event.
Email: [email protected]
Phone: 02 8080 3200
Meet your presenter
Kate Potter, Consultant, Monterosa
With more than two decades in the professional services sector, Kate has developed an enviable mix of skills. As a coach and facilitator, Kate expertly balances relationship building while also challenging her clients to find their own style in how they approach business development and sales.