$22.19 – $32.74

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Location

Lord Stanley Hotel

Level 1, 994 Stanley Street East

East Brisbane, QLD 4169

Australia

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Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

Building a successful financial planning practice is getting harder than ever before. We need to continually look at new ways to innovate our businesses, bring in new clients and provide value for our existing clients.

ES&A Financial Services is a successful practice in Buderim which continually tries to set a point of difference from other advice practices.

Julie Schafer uses marketing techniques that ES&A have refined over decades to regularly fill seminars with 50-100 prospects. Through the use of these techniques Julie has been able to grow ES&A 100% organically into the powerhouse it now is. It doesnt stop there though, Julie is continually finding innovative ways to add value to her clients to ensure she is constantly at the top of her clients minds.

Join us at our next Ales & Tales where Julie will run through how she:

  • Attracts new clients to her business
  • Retains clients through value stacking

Meet the speaker JULIE SCHAFER M(AppFin)

Julie Schafer is the Principal adviser of ES&A Financial Services in Buderim on the Sunshine Coast. Julie has been in the financial planning industry for over 20 years providing pre and post retirement planning to her clients.

Agenda
4:00pm - 4:15pm - Registration
4:15pm - 4:30pm - Welcome
4:30pm - 5:30pm - Presentation
5:30pm - 7:00pm - Networking

Registration includes canapes and Ales (or wine) to go with your networking Tales post presentation.

Ample parking available on site

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Date and Time

Location

Lord Stanley Hotel

Level 1, 994 Stanley Street East

East Brisbane, QLD 4169

Australia

View Map

Refund Policy

Refunds up to 7 days before event

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