ABOUT IFA CLIENT EXPERIENCE WORKSHOP

Your clients have spoken. It’s time to take action.

Over 1,000 Australian advice clients have revealed that loyalty, engagement and education are major issues among financial advice practices. It’s time to address these weaknesses head-on.

Leading business consultants and specialists will deliver proven strategies to retain clients, educate your audience and build an attraction business at the ifa Client Experience Workshop 2019.

This half-day event is built on a foundation of groundbreaking, exclusive research by Momentum Intelligence that uncovers exactly what your clients are saying about the services you provide.

Each session will reveal critical findings about the customer experience and deliver practical actions you can take immediately to provide better outcomes for your customers.

At the ifa Client Experience Workshop 2019, you’ll learn exactly how you can become the trusted source of financial advice in your community, build rock-solid referral networks and develop a tribe of promoters who have fallen in love with your business.

Secure your seat today.

WHO SHOULD ATTEND?

  • - Ambitious financial advisers
  • - Growth-focused practice principals
  • - Australia’s top dealer groups
  • - Aligned and non-aligned advisers

TESTIMONIALS

“To be in any learning environment is a great opportunity, with even more value being added by the calibre of speakers, panellists and program content.”

- Maryann Lee

“A great day for practical and new ideas in engaging clients.”

- Raj Rajasingam

“ifa always put on the best and most interesting events in the industry and this one is the best of all as sessions are sharp, to the point, have direct practical application and provide lots of leverage — well done, ifa/Momentum Media. Much appreciated!”

- Sydney Delegate

“I really enjoyed the Client Experience Workshop. It was loaded with great takeaway ideas and concepts, all presented in a very entertaining and engaging way. Highly recommend the experience.”

- Sydney Delegate

“A high-quality event with engaging and relevant speakers as well as excellent networking opportunities.”

- Rebecca Hanifin

“Great way to get an update of what clients, ex-clients and future clients think about advice, with insight into what to do about it.”

- Sydney Delegate

“Getting a deeper understanding of what my clients want, versus what I am offering, in the Client Satisfaction Survey showed there is some work to be done to bridge the gaps. But now at least I know what they are and can adjust my service offerings with more confidence. ”

- Lindsay Wilson

“We live in a world of perceptions. These perceptions are picked up clearly in client experience surveys. These need to be managed in order to provide appropriate/successful advice to clients.”

- Darren Howard

“One of the better industry events I attended this year.”

- Sydney Delegate

“Groundbreaking insights with practical takeaway.”

- Wemmie

Pertinent content in a time of industry displacement. Invaluable

- Sydney Delegate

WHY ATTEND?

Recognised as the pinnacle event for the nation’s independent financial advice sector, the ifa Client Experience Workshop 2019 provides an unparalleled opportunity to be recognised at a local, state and national level.

CLAIM CPD POINTS - Meet your CPD requirements and aid your career development with interactive and practical learning opportunities.

 

DISCOVER WHAT YOUR CLIENTS HAVE TOLD US ABOUT YOUR BUSINESS.

UNDERSTAND WHAT’S DRIVING CLIENT ATTITUDES.

UNCOVER HOW CLIENTS THINK AND FEEL ABOUT FINANCIAL ADVICE.

IDENTIFY NEW MARKETS BY UNDERSTANDING THE ATTITUDES OF NON-ADVISED AUSTRALIANS.

DEVELOP A BULLETPROOF CUSTOMER EXPERIENCE STRATEGY.

CREATE AN ACTION PLAN TO RE-ENGAGE EXISTING CLIENTS AND WIN NEW BUSINESS.

SPEAKERS

Michael Johnson

Head of Strategy
Momentum Intelligence

James Mitchell

Editor
Wealth and Wellness, Momentum Media

Kim Payne

Managing Director
9rok

Sarah Penn

CEO
Mayflower Consulting

Steve Prendeville

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

Mark Weingarth

Associate Director
Macquarie's Banking and Financial Division

Andrew George

Consultant
Elixir Consulting

Eugene Ardino

CEO
Lifespan Financial Planning

Hans Egger

Managing Director
Astute Wheel

Kate Anderson

Group Executive Advice Services and Solutions
Centrepoint Alliance

Deena Janes

Managing Director
Your Client Matters

EVENT DETAILS

31 October 2019

9:00 AM - 2:30 PM

Crown Promenade Melbourne
8 Whiteman Street
SOUTHBANK VIC 3006
(Queensbridge St end of the Crown complex)

Event details location