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Event overview

Turning buzzwords into business

Australia’s best professional development day for independently-minded and self-licensed advice practices is back in 2018, helping you to wade through the noise and develop more profitable, client-centric and tech-enabled businesses.

Building on the themes developed over the past four years, this unique event will lean on ifa’s unrivalled editorial contacts to bring you practical, implementable business-building content, with an eye on all the latest headlines and developments changing the advice landscape.

What will be covered?

Our panel of expert presenters, financial advice industry leaders and business skills coaches will deliver insightful market intelligence, including:

  • Straight-talking practical advice and take-home strategies to improve your business;
  • How to transition to a modern pricing and business model;
  • How to grow your business and build a long-term client engagement process;
  • How to adapt to changing legislation and reduce the compliance burden;
  • How to turn new technology to your advantage;
  • How to increase the value and profitability of your firm; and
  • How to create a winning client communications strategy and better tell your story.

Who should attend?

  • Growth-focused financial advisers and practice principals;
  • Independent and non-aligned licensees seeking competitive advantages; and
  • Product manufacturers and BDMs seeking insights on the future of financial advice.

CPD points

AFA - 5.25 CPD points

AIOFP - 8 CPD points

IPA - 8 CPD hours

FPA - Up to 5 CPD hours

 

 

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