AFA Foundation Charity Webinar
Celebrity Service - NOW is the time
As we transition to a post COVID normal – are you going to lift your game or deliver the same client experience as before?
Right NOW is your opportunity to create an even greater service experience than you thought possible to delight your existing clients and attract new ones. Packed with inspiring stories and immediately implementable ideas, Geoff will help you discover the gap in your service that you never knew existed.
Joining Geoff, for what will be an interactive session are AFA Award winners Dawn Thomas & Ben Nash together with webinar facilitator Olivia Sarah-Le Lacheur. We know you'll be walking away with lots of inspiration and best of all, supporting a great cause through AFA Foundation.
Meet our webinar charity partner – Rural Aid
It's been a tough year for everyone, not only with the continuing challenges of COVID, but with bushfires, flood and drought. Despite this, our farmers have continued to have our backs by putting food on our tables. That's why we're excited to be supporting Rural Aid as our charity partner for this special webinar.
This webinar is supporting Rural Aid Australia.
Dawn Thomas - Senior Financial Adviser, Wealthwise
Dawn Thomas is a Senior Financial Adviser at Wealthwise and the winner of the 2019 AFA Female Excellence in Advice award. As an adviser, she focuses on meaningful connections and empowering clients to capture their financial dreams. She is particularly passionate about retirement planning advice, female centric financial advice, superannuation and Centrelink maximisation strategies. Dawn believes the strongest asset a financial adviser can bring to their role is to be their authentic self with clients.
Ben Nash - Founder & Financial Adviser, Pivot Wealth
Ben Nash is a Financial Adviser and Founder of Pivot Wealth, and the Author of the Amazon Best Selling Money Guide, Get Unstuck. Ben is the winner of the 2019 AFA Excellence in Education Award, the IOOF Alliances Innovator of the year award, and has been on the FS Power 50 list of the most influential financial advisers in Australia since 2017. Pivot Wealth has been awarded the IFA Excellence Award for the Best Client Servicing Financial Adviser in Australia.
Pivot Wealth was born in 2015 out of Ben’s frustration at seeing far too many people struggling to achieve the money results that were important to them. Pivot is a future focused money management company that provides high touch advice and support to help create epic financial and lifestyle plans, then actually get the results they’ve planned for. Pivot leverages technology heavily to connect with customers and deliver a remarkable service that drives real results.
Olivia Sarah-Le Lacheur - AFA Foundation Chair
Olivia has over 20 years experience in financial services. Specialising in insurance, Olivia has worked in business development, practice management, adviser recruitment, business protection, technical and national account management.
She is an experienced people leader, managing teams of up to 200 people in operations, product, pricing and distribution in retail and group insurance. Olivia has a strong understanding of product, pricing, marketing, administration, underwriting, claims and technical services and can use this expertise to drive results for both you and your clients.
Olivia has been the AFA Foundation National Chair for over 5 years and has worked with a team of dedicated volunteers across the country to take the AFA Foundation into our second decade, raising over $2m since inception, and building a corpus of funds to future proof the Foundation’s commitment to partnering with charity partner across the AFA community.
Geoff Ramm - Creator & Author Celebrity Service
Like you, Geoff Ramm, the creator and author of Celebrity Service and OMG Marketing, knows that great customer service leads to lucrative, repeat business but a greater experience leads to global recognition. So how can you design a customer experience that has you talked about for decades to come? Geoff knows the Jedi Mind Trick to make you craved by your customers, envied by your competitors and raved about in your industry. In his interactive keynotes, your audience will not only discover out-of-this-world ideas, they will come up with them and be excited to implement them too.
He's challenged and inspired entrepreneurs, companies and organisations across six continents to create award winning ideas to outperform the competition. Author of the Celebrity Service & OMG book trilogy, he has also been awarded the PSAE award of speaking Excellence. Oh and his presence and infectious enthusiasm and humour will have you on the edge of your seats.