AGENDA

Learn strategies to make your business thrive and future-proof its profitability. Gain insights into actionable steps to achieve your goals and gear your practice for growth in 2019. In this session, learn how you can:

• Prepare your business for the future opportunities to become the smart advice practice that clients turn to for their future needs
• Turn new regulations into a selling point for your business
• Identify good practice and clean compliance to add value to your business and fee structure
• As gaps in capability widen, act on opportunities by recognising the most valuable option for your business

STEVE PRENDEVILLE

Managing Director, Forte Asset Solutions

Turning theory into practice, the partners of the ifa Business Strategy Day will present the new spectrum of alternative strategies available in today’s market. Specialists will explore some of the different modes of investment available and will also touch on:

• The emerging income sources and updates on traditional products
• The options for alternative investment strategies and assets

MLC’s presentation will examine the future of financial advice and how the royal commission and FASEA will impact profit drivers for advisers and their practices. MLC will consider the demand for advice, the business practices and the impact of these on business profitability. MLC will also provide insights into what the changes and opportunities mean for advisers and their practices.

GEOFF ROGERS

General Manager, Wealth Distribution

DAMIAN MURPHY

General Manager, YTML

Hear from academics, authorities and educators about what lies ahead for continued education in the industry and the options available for you and your advisers. Our experts will give you the latest on:

• Association updates on minimum standards and requirements for ongoing education, RPL (recognition of prior learning) and what you need to do to bridge the gaps
• Provider options for you and your practice
• The ongoing benefits of education for your business and the industry as a whole

Become the trusted adviser for the great intergenerational transfer of wealth. Different generations pose different challenges. In this session, gain insights into the psychology behind economic decision making. We will explore the differing attitudes between Baby Boomers, Gen Xers and Millennials, and their behaviours towards money, financial advice and retirement and where you fit in. In this session, we will delve deeper into the:

• Differing needs and expectations of consumers and how financial advice can fit in
• Variation in clients’ financial goals and the opportunities available to meet your clients’ future wants and needs
• Disconnect in understanding the difference between retirement and inheritance (giving and receiving), and how to manage each
• Opportunities for financial advice and the pathways and determining factors for development of an ongoing relationship
• Strategies for how to keep older clients while attracting new and younger ones

JONATHAN SHEAD

Head of Retirement Solutions, Australia, State Street Global Advisors

Educational reform and volatile market conditions have contributed to skepticism and mistrust, creating challenges to practice profitability. Build on trust and stay ahead of the curve by using the right tools and bespoke messaging for the new generation of wealth management whilst continuing to manage your Baby Boomer cohort. In this session, you will learn how to:

• Create a powerful market presence to foster understanding and become the trusted adviser
• Engage, secure and educate your clients in the most effective way
• Use the right channel of technology and messaging to engage each generation and grow your client base
• Use strategies to stay relevant, increase efficiencies (and savings) and build your business

KIM PAYNE

Managing Director, 9Rok

Great advice can be enhanced by smart technology and easy efficiencies so that your business can give clients greater value for money. As the digital native becomes the new client, the use of technology becomes essential to engage and secure their business. In this practical session, Stewart Bell will demonstrate easy technologies and techniques that you can apply to streamline processes, stay relevant and build your business.

• Use strategies to stay relevant, increase efficiencies (and savings) and build your business
• Apps, habits, tools, frameworks and other low-cost ways of eliminating wasted effort from some of your most time-consuming tasks
• Identify which areas can be most improved through automation, elimination or outsourcing
• Software, administration and office solutions to maximise office efficiency and save costs

STEWART BELL

Founder, Audere Coaching & Consulting

Changes to legislation and education requirements aim to offer wealth managers the opportunity to demonstrate their professionalism and reinforce trust with the consumer and the community. The royal commission has demonstrated how leadership can influence a company’s culture. In this session, learn strategies to develop solid leadership to increase resilience, empower your practice through knowledge and navigate your practice through challenging times. Gain insights into:

• Leading a team on a foundation of trust and earn their trust in return
• Embracing the challenge as well as recognising and being open to the opportunities as they arise
• Demonstrating your expertise with credentials and experience to positively lead and influence your company culture

MICHAEL GROOM OAM

Mountaineer and Inspirational Speaker