Embedded Files
These bite-sized masterclasses are designed to support your ongoing professional development and help you stay on top of key industry insights, compliance updates, and best practices.
The webinars are held every second Thursday between 10 and 11AM.
The sessions will follow a refreshed format:
Soft skills: Practical insights from the Adviser Playbook to enhance client relationships and communication.
Tech update & training: A walkthrough of new or improved TAP features, troubleshooting common issues, and an open Q&A.
Compliance: Key updates and guidance from Scott and the team to keep you on track.
Provider & referral partner updates: Hear from sponsor providers and referral partners on products, case studies, or industry updates.
These webinars will cover topics for both life & risk advisers and mortgage advisers.
The upcoming webinars will cover (subject to change):
Upcoming Webinars:
Live webinar I Soft skills
Establishing clear expectations with upfront contracts
Join Ryan as he equips you with the tools to establish clear, mutual expectations with clients from the outset - fostering trust and eliminating uncertainty throughout the engagement. This webinar will provide practical steps for implementing upfront contracts, ensuring smoother client relationships and avoiding unexpected challenges down the line.
Live webinar I Soft skills
Mastering objection handling: overcoming common financial client concerns
Join Ryan as he helps you build confidence in navigating client objections, turning resistance into opportunities for deeper trust and stronger outcomes. You’ll discover proven techniques, including the Sandler reversal method, to address common concerns around price, timing, and trust with greater ease.
Live webinar I 2025 wrap-up
Top takeaways from 2025
Join Ryan in this session as he shares key experiences from this year, covering everything from compliance to development. You’ll learn how to engage more effectively with the systems and services in place so your business is set for success in 2026.
On Demand Webinars
Live webinar I Provider update
Live webinar I Provider update
Sharpen your edge: What sets Asteron Life apart in 2025
Join Josh for an engaging and informative session as he shares the latest updates from Asteron Life. Josh will spotlight Asteron Life’s standout strengths in underwriting and income protection, highlighting exactly what sets them apart in today’s market.
Live webinar I Compliance
Mastering governance and compliance
Join Scott and Ryan for an insightful session designed to keep you informed and confident in navigating governance and compliance. We'll cover essential compliance topics, practical tools for streamlining your processes, and strategies to avoid common pitfalls.
Live webinar I Provider update
Live webinar I Provider update
Basecorp update: Products, pricing and preferred market insights
Join this informative session for a closer look at product and pricing updates and insights into preferred market segments. We’ll also cover the benefits Basecorp offers as a valued and reputable alternative stream lender in today’s market.
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