How to Proactively Manage Relationships with Financial Stakeholders

Event Date: 
16 March 2017
Northbridge Room, Four Points by Sheraton
707 Wellington Street

Join us for the Family Business Adviser Monthly Connect event. This month, we will hear from our guest speakers on How to Proactively Manage Relationships with Financial Stakeholders.

Participants will hear first-hand experiences and gain insights into how advisers can play a key role with their clients in proactively managing one of their key supplier relationships, namely their banking and finance providers.

The presentation will focus on the people/soft skills side of how financiers lend money, provide tips on being proactive with your clients in managing this key relationship.

Attendees will take away 3 key learnings:
1. How outsourcing of a specialised service improves the outcome
2. How specialist debt advisors are complimentary to existing advice sources
3. How improved debt and stakeholder management will improve client retention

These monthly events provide a forum for Family Business professionals who wish to increase their knowledge of family business issues, explore the value of multi-disciplinary approach when working with families in business and strengthen business relationships with the family business professional network.

Members and non-members are welcome. Register online :

For more information on this event, or Family Business Australia, please contact Lorraine Willis on 0458 055 980 or

Family Business Australia
0458 055 980
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