Visible, Connected & Top of Mind: Network-Building Plans for Finance Professionals in the Next Normal

Personal & Professional Development
Soft Skills
CPD: 1 Hour(s)

Working regularly with finance professionals, New Work Consulting’s director Julissa Shrewsbury reports the top 3 needs she hears from advisors and BDMs: to be ‘Visible, Connected and Top of Mind’ with contacts, clients and referral sources.

Visible – Advisors know they need to be clearly and easily seen, in order to be sought out.

Connected – They know they need strong, quality networks that open doors and provide referrals.

Top of Mind – Advisors are frustrated that ‘clients and contacts don’t always think of me’.

To be Visible, Connected and Top of Mind means that you become the go-to advisor for your network – week after week.

Yet, we’re doing business in unusual times: an increasingly competitive market, an uncertain economic future and some isolation restrictions still in place. Professionals need robust plans for moving their relationships forward, using both online and offline strategies that go beyond salesy, spammy, out-of-date techniques that risk breaking down trust!

After recent presentations for FINSIA, Julissa returns to show you how to get out ahead of the substantial competition by having a much more pro-active and focused plan in place than most people do.

Learning outcomes:

Understand what works and what doesn’t work in networking for professional services right now.
Learn how you can take a strategic approach to networking involving highly specific, targeted actions, well planned to achieve clearly defined outcomes.
Learn how to create a networking ‘flow’, where all your activities lead to what you really want: Actual conversations that build your business!
Uncover the missed potential of LinkedIn for the finance industry: It’s not about posts and articles… it’s a powerful tool for more impactful networking and sales conversations.
Emerge with ideas for a pathway of actions that you can build on with your team.

If you are experiencing any issues when registering online, please contact our events team at [email protected]

Participants may be able to apply 1 hour towards meeting their annual continuing professional development obligations. It is the individual's obligation to determine relevance of CPD to their license conditions.

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Speaker

Julissa Shrewsbury

Director, New Work Consulting

Julissa Shrewsbury is director of New Work Consulting, a specialist advisory working with professional service organisations on how their people represent themselves and the company brand, both online and in-person.

Considered an Australia-wide thought leader in personal branding for professional services, Julissa has presented for The Singapore Institute of Directors, the Australian Institute of Company Directors, the Australian Institute of Management WA, FINSIA, The Tax Institute, CPA Australia, Chartered Accountants ANZ, the Association of Financial Advisers, the Law Society of WA and INSEAD’s global MBA Alumni. She has worked with clients Australia-wide including Westpac, RSM, HLB Mann Judd, StatePlus, Subsea Energy Australia, Pritchard Francis and many others.

Her articles and commentary have been published in various media and professional journals, including The Australian Financial Review’s BOSS Magazine. She has published two books including The Powerful Personal Brand: Amplify your profile, communicate your value and own your space.

Julissa is a university-qualified educator with over 20 years’ experience teaching people of all ages and backgrounds. She uses her understanding of education psychology and inclusive education programming to create and deliver exceptional learning and development experiences. Her 10+ years running her own start-ups and working with hundreds of businesses ensures all her strategy and training sessions are practical and implementable.

The first of her family to be born in Australia, Julissa is a proud Argentinian-Australian and explores the subjects of migration and culture in her personal creative projects.

Wayde Keyser (Moderator)

State Director, NAB

Wayde has led the Financial Markets team at nab for >8 years and has a banking career of almost 25 years across Business Banking, Corporate Banking and Financial Markets.

In addition to his role at nab, Wayde is also Chair of the FINSIA Regional Council in WA. He’s been a FINSIA member for many years, joining after he completed the Graduate Diploma in Applied Finance and Investment (Securities Institute).