by Kathy Salter | Jul 25, 2023
Michael Perkins will be speaking at the FAAA (Financial Advice Association Australia) Congress in Adelaide in November. The theme of the Congress will be ‘Grow Together’. Michael will be speaking on Weds 22 November in the Professionalism stream, showcasing the...
by Michael Perkins | Jun 4, 2023 | Financial services, Private Client Services, Trusts and Estates, wealth management, Working collaboratively
In this article, Michael Perkins talks about how collaboration fuels how we work with financial planners and other professionals to serve our clients better. Collaboration in the business system sense is a new engine room to drive the evolution of Estates Practice...
by Kathy Salter | Apr 20, 2023
Monday 29 May – Thursday 1 June 2023 (exam Wednesday 31 May) The purpose of this course is to provide delegates with an in-depth knowledge of how to work collaboratively. Following the structured approach of ISO 44001 the delegate will be equipped to facilitate its...
by Kathy Salter | Mar 26, 2023
You are invited to a free lunchtime webinar on collaborative working at 12pm on Wednesday 5 April with the Institute of Collaborative Working – Australia. ICWA is pleased to welcome Andrew Pope from Designing Collaboration to present ‘Simplifying digital...
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