AGENDA

 

Your future in financial advice

Financial advice is changing. Entry requirements and client profiles — including their needs, methods and tools of engagement — are evolving.

Australia’s best professional development day for independently minded and self-licensed advice practices is back in 2019 to help you prepare for your future in financial advice with the latest in practical, informative and business-building content.

 

8.30 - 9.00 AM
Registration
9.00 - 9.45 AM
Strategic planning: What role do you play in the future of your business?
9.45 - 10.30 AM
Alternative investment strategies — including retirement options (panel discussion)
10.30 - 11.00 AM
Morning break
11.00 - 11.45
Your Future in Financial Advice
11.45 - 11.50 AM
Case study: How technology can be adopted to make a meaningful difference to the way advice is delivered
11.50- 12.35 PM
The new educational standards framework for advisers (panel discussion)
12.35 - 1.35 PM
Lunch
1.35 - 1.55 PM
The psychology behind financial advice: Does one size fit all?
1.55 - 2.40 PM
Digital native or digitally naïve? What’s the best way to get your message across to your clients?
2.40 – 3.10 PM
Afternoon break
3.10 - 3.55 PM
Easy efficiencies to improve productivity and communications
3.55 – 4.45 PM
Navigating responsible leadership through turbulent times
4.45 - 5.00 PM
Closing remarks

*Times subject to change