AGENDA

 

Post RC: Must-knows for the future of financial advice

More changes are coming to financial advice, meaning new strategies for future-ready financial advisers. Financial advice is changing. In light of the royal commission and FASEA reforms, this year’s agenda has been designed to help you carve out a plan for your planning practice to ensure you thrive and ultimately future-proof your business. Featuring a panel of academics, government authorities and industry associations will provide a comprehensive update on the FASEA reforms and clearly outline exactly what advisers need to know moving into 2019 and beyond.

 

0830 - 0900
Registration
0900 - 0945
Strategic planning: What role do you play in the future of your business?
0945 - 1030
Alternative investment strategies — including retirement options
1030 - 1100
Morning break
1100 - 1145
Your Future in Financial Advice
1145 - 1215
The new educational standards framework for advisers
1215 - 1315
Lunch
1315 - 1400
The psychology behind financial advice: Does one size fit all?
1400 - 1445
Digital native or digitally naïve? What’s the best way to get your message across to your clients?
1445 – 1515
Afternoon break
1515 - 1600
Easy efficiencies to improve productivity and communications
1600 – 1645
Navigating responsible leadership through turbulent times
1645 - 1700
Closing remarks

*Times subject to change