Financial Adviser, Fox & HareGlen Hare
Financial Adviser, Fox & Hare
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:
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.
CEO and Founder, Solutions2you
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:
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:
Head of Operations, Nucleus WealthJames Mitchell
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:
Founder and Director
Forte Asset Solutions, Forte Licensing Solutions and Forte Consulting Solutions
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: