PODCASTS

Alex and Sandra are proud to have invited to speak on two Ensombl podcasts. These podcasts are intended for professional financial advisers, but we think there is value for anyone who is interested in the topics!

About Ensombl

Ensombl is the leading digital platform for financial advice professionals and is home to thousands of financial advice professionals around the world, sharing and learning with one another to drive the positive evolution of financial advice.

 

18 June 2024 

Help clients understand insurance policies, premiums, and the ongoing value of insurance while addressing affordability concerns through proactive client discussions and budgeting.

 (Claims)

28 November 2023

Using the claims experience to differentiate your client experience, including developing a clear claim process, and maintaining positive communication with your clients.

General Advice Disclaimer

The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. strongly recommends that investors consult a financial adviser prior to making any investment decision. The contents of the Halstead Financial Services website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions. The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation. You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.

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