- Thursday, 7th September
- 2:00 AM (Sydney Time)
In a recent Leveraged facebook group discussion, a question was asked.
"If I want to keep giving my clients insurance advice, but no longer want to be the one to actually do the advice, what are my options?"
That lead us to connect with Ian Satill of Curo. Curo are a specialist risk advice firm that, as well as looking after their own clients, provide outsourced risk advice services to firms asking exactly this question.
Ian and his team have not only developed a reputation for being one of the leading specialist risk practices in Australia, but have nailed the art of extending that service to other firms, handling everything from detailed reviews, claims and complex advice, down to daily administrative functions, the provision of tax statements and stuff even as as simple as changing address details.
Join Rachel as she goes 1:1 with Ian to ask about the future of risk, how his outsourced model works and ask everything you ever wanted to know about potentially honing your specialist focus even further.
Come with questions, leave with insight.
- Thursday, 7th August
- 2:00 PM (Sydney Time)
Voted as the best speaker at two consecutive Adviser Innovation event, Stewart has proved to be an engaging and motivational speaker that provides tailored contentRussell Stephenson Head of Wealth, Sterling Publisher
to his audience and inspires them to change habits, try new practices and implement spoken topics.