9:00am – 9:45am
Jessica Brady

Financial Adviser, Fox & Hare

Glen Hare

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
Geoff Rogers

General Manager, MLC Wealth Distribution

The results of an effective strategy

Geoff Rogers, General Manager, MLC Wealth Distribution will reveal how advisers who attended last year’s event have adopted effective strategies over the last 12 months that are having a positive impact on their business and the lives of their clients.

10:30am – 11:00am

Morning tea

11:00am – 11:45am
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
11:45am – 12:15pm


12:15pm – 1:15pm


1:15pm – 2:00pm
Michael Back

Founder and Business Coach, BA-Psych

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
2:00pm – 2:30pm

Retirement strategies

2:30pm – 3:15pm
James Mitchell


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, James Mitchell 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 is not lost in the transition
3:15pm – 3:45pm

Afternoon tea

3:45pm – 4:30pm
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