Colonial First State Adviser Hub

Financial advice is a people business. Yet even the most experienced wealth professionals can still struggle to find the soft skills required to reach their clients on an emotional level. Developing these attributes goes beyond sales training and into the realm of psychology and personal development, writes Jackie Clark, Director of Education, Engagement and Events. http://spr.ly/6003SBFdb There is still time to register for our CFS 10x webinar with Kylie Denton, founder of Performance Advisory Group, to learn how you can have more meaningful conversations with your clients. As a former financial adviser, Kylie knows what it takes to sit in front of clients and discuss intimate details of their financial lives, their hopes and their fears. Each client will have their own unique challenges, unearthing them will help you understand them on an emotional level and identify what is really driving the decisions they make about their finances. Webinar registration link in the comments.

Jonathan Armitage, Chief Investment Officer, and Al Clark, Head of Investments, summarise the drivers of last month’s market activity and where markets landed. They share their insights how China’s stimulus package significantly impacted global markets including Australia, why equity markets are expected to react well to the US election outcome, and how CFS is responding to these dynamics in our investment portfolios.   #CFSMarketInsights

We’re getting so much interest in our Client Experience and Connection workshops with only limited spots available for our Adelaide event❗ Adelaide: 6th Nov – limited spots available https://lnkd.in/g5PNW4g4 Melbourne: 12th Nov – FULL Perth: 13th Nov – FULL Sydney: 20th Nov – FULL Brisbane: 3rd Dec - FULL If the workshop is already full in your state, there are still spots for our webinar on the 30th of October. Register via the link in the comments!

Celebrate with us as Professional Year by CFS is turning 2! We’re thrilled that the PY space has become a thriving community and it’s time to celebrate this special occasion. Join us on Thursday, 14 November at Ensombl HQ Sydney for good drinks, good vibes and the opportunity to meet your peers and make new friends. As our gift to you, our CFS resident photographer will also be onsite offering headshots which you can use for your LinkedIn, website, or business socials. Register for the event here http://spr.ly/6009q9HsH. Places are strictly limited and open to PY’ers and their supervising advisers. We look forward to seeing you there.

Our Head of Managed Accounts Frances Taylor and Institute of Managed Account Professionals chair Toby Potter join Professional Planner editor Chris Dastoor to discuss one of the biggest efficiency gainers for advice practices – managed accounts – and how it has grown to $100 billion industry. Listen in to learn how: - managed accounts help independent financial advisers express their own investment philosophies to clients - continuing innovation will lead to the rise of wholesale managed accounts and be used to help investors gain access to other asset classes not typically included in current managed account suites. http://spr.ly/6009qPsZB

CFS Real Return, our newest and most flexible strategy, has launched 🚀 This innovative multi-asset strategy aims to deliver a return of CPI+5% over rolling 5-year periods, while prioritising capital preservation and stability. ✅ Targeting returns above inflation ✅ Downside risk focus ✅ Dynamic asset allocation Contact your CFS Business Development Manager or read more here by scrolling down to our multi-sector investment options https://lnkd.in/gZrKrV6D

Join the next CFS 10x webinar hosted by Kylie Denton as we journey through each stage of advice process, exploring strategies to build enduring relationships with clients of any age, in a digital environment. From introduction to long-term commitment, we’ll examine client behaviours, generational differences and the adjustments needed to connect with clients in ways that resonate. Whether you’re new to advice or an experienced professional looking to refine your approach, this webinar will help you: • challenge ingrained habits and assumptions • cultivate deeper client relationships • gain commitment and avoid objections with ease • navigate evolving expectations and elevate your client experience. Date & time: Wednesday 30 October, 12pm (Sydney time) Register now https://lnkd.in/gwYJhmmg

CFS is proud to welcome Cohen & Steers, a pioneer in the real asset sector with over 38 years of experience, to our stable of world-class alliance partners. Their Global Listed Infrastructure strategy provides you and your clients access to high-quality infrastructure assets uniquely positioned within sectors driving economic change. Diversify your client portfolios and access new investment opportunities with Cohen & Steers. Speak to your CFS Business Development Manager or visit our website to learn more https://lnkd.in/gq7Nzf8Q.

Yesterday we held our 'Retention, Reward, and Remuneration' masterclass with industry specialist Dr Craig West. This event was part of our state-based roadshow of CFS 10x flagship events for our VIP adviser relationships. We were privileged to host 55 advisers, practice principles and key industry professionals. The masterclass focused on driving business performance through employee engagement strategies, sharing insights into attracting and retaining the right staff for the long-term, and succession planning through equity pathways. We were thrilled to provide this opportunity for our clients to access industry expertise, network, and learn from one another. We know how much our clients value these moments, and we are delighted to support them however we can.   Missed the session? Visit https://lnkd.in/gj4XhhNM where you will find the ‘Retention, Reward and Remuneration’ webinar as well as other CFS 10x presentations.   #CFS10x 

Our esteemed alliance partner, Fortlake Asset Management, has been awarded the prestigious Fund Manager of the Year (Australian Fixed Income) award! 🏆     This remarkable achievement highlights Fortlake's unwavering commitment to excellence, innovation, and delivering outstanding results for their clients. At CFS, we are proud to collaborate with such a dedicated and visionary team.     Congratulations to Christian Baylis and the entire Fortlake team for this well-deserved recognition. We look forward to continuing our successful partnership and achieving greater milestones together.     Learn more about #Fortlake and their award-winning Real-Income Fund  https://lnkd.in/gqRKHg22     #FundManagerOfTheYear