8:55am - 9:00am

MC Welcome

9:00am – 9:45am
Jessica Brady (MEL & SYD)

Financial Adviser, Fox & Hare

Glen Hare (BRI & PER)

Financial Adviser, Fox & Hare

Meet the expectations of next-gen clients and boost your business

As Baby Boomers retire, your asset base may be in danger of a decline in billable assets. Introducing and servicing next-gen clients provides its own fresh set of challenges. Find out how to bridge the income gap while building your new client base and boosting your business’s bottom line. In this practical session, Jessica Brady and Glen Hare of Fox & Hare, the leaders in XY financial advice, will reveal the secrets behind how to:

  • Attract and grow your blooming client base with the right tools and messaging
  • Ensure maximum client engagement by providing for client needs through their financial journey, creating customers for life
  • Create opportunities for next-gen advisers and realise a culture of reciprocal learning that will benefit your business for years to come
9:45am – 10:30am
Yvonne Adele

Technology Commentator & Consultant, Yvonne Adele Productions

Rob Dassie

Head of Retail Distribution Platforms

Taming Technology

Technology is a vital part of your day. When tamed well, it will assist you to be more productive and efficient, freeing up your time for client relationships - something computers cannot do.

Yvonne Adele is Australia's shortcut queen and will outline the power-user shortcuts, tricks & apps you wish you'd always known, including:

  • Internet browsing
  • Microsoft Office shortcuts
  • Email productivity tips
  • Tools, extensions & Apps
10:30am - 10:50am
Arthur Naoumidis

Founder and CEO, DomaCom

Nat Fiennes (PER only)

Head of Sales, DomaCom

Master your client offering with these 5 key growth strategies

The prospect of investing in a high-risk, low-return market presents significant challenges for advisers and their clients. Diversified investments and property can provide numerous solutions to suit different circumstances. Arthur Naoumidis, Founder and CEO of DomaCom, will share five growth strategies to reinforce your engagement with existing clients and generate a stream of new clients for sustainable and diversified success. These practical and easy-to-implement strategies will ultimately transform your business through:

  • Building intergenerational business and added value for the client and adviser
  • Attracting the Millennial generation and building a solid customer base for years to come
  • Strategising solutions for asset-rich, cash-poor Baby Boomers to enable them to enjoy their glory years stress-free
  • Reducing your exposure to risk and providing better income returns for new and existing clients
10:50am – 11:20am

Morning tea

11:20am – 12:05pm
Cathy Dimarchos

CEO and Founder, Solutions2you

How change leadership will transform your advice business

Understanding the drivers behind decision-making processes can create a game-changing strategy that will launch your business trajectory sky-high. Cathy Dimarchos, thought-leader and change management expert, will challenge the way you think about your business, sharing her expertise and insights to create a business blueprint that you don’t want to miss. In this session, Cathy will reveal how to:

  • Better understand your client and their financial aspirations – transforming them into an exceptional referral network
  • Enhance, extend and leverage relationships while creating powerful new connections to transform and future-proof your business
  • Create more dynamic teams to enable staff and the business to look at things from a fresh perspective, improving productivity and boosting your bottom line
  • Find out how empathy can be your biggest asset; effectively employing the human element and the impact it can make on your workplace
12:05pm – 12:35pm
Moderator: Sarah Kendell

Editor, ifa

Panellist: Lauren Ryan

Business Development Manager - Investments, Thinktank

Panellist: Andrew Thomson

Group General Manager, CFMG Capital

Sue Viskovic (PER ONLY)

Managing Director, Elixir Consulting

Strategies for diversification and alternative investment options

Turning theory into practice, the partners of the ifa Business Strategy Day will present some alternative strategies available in today’s market.

12:35pm – 1:20pm


1:20pm – 2:05pm
Michael Back

Founder and Business Coach, BA-Psych, Human to Human

Putting behavioural economics to work to create a client experience that people keep coming back for

Having the right mindset could mean the difference between success and failure. The digital interface is often the first point of client engagement; however, research shows that people prefer people to manage their complex financial matters. In this session, our expert will show you how to:

  • Use behavioural economics to influence decision-making and create the best customer experience for your clients
  • Better negotiate the obstacles that are preventing conversions and turn them into solutions that benefit you both for years to come
  • Empower your client through the decision-making process to create trust and understanding
  • Navigate your client through the transition from the digital interface to face to face to build on customer trust and loyalty
2:05pm – 2:35pm
Elixir Consulting

Timothy Fuller

Head of Operations, Nucleus Wealth

Robo-advice – The hybrid approach

What does today’s digital advice business look like? Delegates will learn how to incorporate robo-advice into their existing offering to future-proof their business, increase efficiencies and bolster their bottom line. Nucleus Wealth has had enormous success through their complementary approach to digital and personalised financial advice. In this fireside chat, our MC from Elixir Consulting and Timothy Fuller, Head of Operations, will explore some of the decision-making behind their success and how to:

  • Use digital advice tools to enhance your service offering, save time and create efficiencies that will save you time and money
  • Determine what products and opportunities can showcase your financial advice, creating new leads and bolstering your business
  • Ensure that the human element and your financial expertise are not lost in the transition
2:35pm – 3:05pm

Afternoon tea

3:05pm – 3:35pm
Mark Lapedus (BRI & PER)

Head of Technical Product, Allianz Retire+

Jacqui Lennon (MEL & SYD)

Head of Customer Experience and Product, Allianz Retire+

Retirement strategies

Most advisers agree that investing in retirement is an entirely different proposition to investing in the accumulation phase. Growing sequencing and longevity risks, coupled with a persistently low interest rate environment, means traditional strategies may not be relevant or appropriate for clients in or approaching retirement.

In this session we'll explore:

  • the unique risks facing retirees today
  • how you can build robust retirement portfolios
3:35pm – 4:20pm
Steve Prendeville

Founder and Director
Forte Asset Solutions, Forte Licensing Solutions and Forte Consulting Solutions

What’s next? Successful strategies to realise the value of your business

Whether you are preparing your business for sale or going for growth, whatever the drivers, a properly developed business strategy is vital. But where do you start?

Steve Prendeville will provide a range of actionable strategies to take your business to the next level:

  • Empower staff to reach their potential and gear your practice for growth; seize the opportunity to reinvent your role
  • Can the transition from adviser to licensee be your opportunity for growth?
  • Create long-term value in your business to provide for a lifetime of benefits
4:20pm - 4:30pm


4:30pm - 5:00pm

Networking Drinks

*Speakers and agenda are subject to change