CPD Webinar: Bring your A-Game to client investments

Irish people are excellent savers. Between households and corporate clients, close to €300bn is sitting in cash. While it feels safe, with 90% of savers earning under 1%1, cash is often not the most sensible strategy to meet most medium‑ to long‑term financial goals, and that gap is one of the clearest growth opportunities for brokers.

This webinar will help you Bring your A‑Game to these conversations, turning great Irish savers into confident investors.

In this webinar, we will:

• Give an overview of investment and deposit markets right now.
• Tackle the client objections brokers are hearing right now, especially around market uncertainty.
• Show how brokers can help move money off deposit in a way clients are comfortable with.
• Work through real scenarios brokers deal with every day, including Section 73, Ward of Court, Bare Trusts, corporate investing, maximising bonuses,  and saving for education.