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

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

Mark Weingarth

Associate Director
Macquarie's Banking and Financial Division

Eugene Ardino

Chief Executive Officer
Lifespan Financial Planning

Angus Benbow

Chief Executive Officer
Centrepoint Alliance

James Mitchell

Editor
Wealth and Wellness, Momentum Media

Kim Payne

Managing Director
9rok

Michael Johnson

Head of Strategy
Momentum Intelligence

Michelle Tucker

Head of Digital & Marketing
Momentum Media

Sarah Penn

CEO
Mayflower Consulting

Steve Prendeville

Managing Director
Forte Asset Solutions & Forte Dealer Solutions

Stewart Bell

Founder
Audere Coaching and Consulting

EVENT DETAILS

06 September 2019

9:00 AM - 1:00 PM

Four Seasons Hotel, Sydney

Event details location