REGISTER YOUR INTEREST FOR 2021

2021 DATES TO BE ANNOUNED

PRINCIPAL PARTNER

About the Event

Are you providing the best possible service to your clients? Want to know what your clients really think about you? Join us as our experts deep-dive into the latest consumer data and reveal key findings that will help you truly cement your current relationships, provide ways to drive new ones and give you a clear competitive advantage.

Don’t miss the annual ifa Client Experience Workshop – a truly unique, live, FREE-TO-ATTEND live stream.

Across two packed days from 28 to 29 October, ifa will reveal the latest insights from its annual Advice Client Experience survey to help you create a deeper understanding of your existing and prospective clients.

Each expert-led session will explore findings from this proprietary research to help you understand what is driving client behaviour, how to deepen your relationships with your existing clients and how to attract prospective clients under the pressures of COVID-19.

Clients are the lifeblood of any business and developing the best client experience needs to be at the forefront for every adviser. It’s time to take action!

PLATINUM PARTNER

Why you need to attend and what you’ll learn:

  • Discover what your clients have told us about your business
  • Understand what’s shaping client attitudes
  • Find out what clients really think and feel about financial advice
  • Identify new markets by understanding the attitudes and concerns of non-advised Australians
  • Develop a bulletproof customer experience strategy
  • Create an action plan to re-engage existing clients and win new business

GOLD PARTNER

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

Participate in sessions from your office or home

Network with the industry’s finest

Have your questions answered by our expert speakers and presenters

Earn valuable CPD points

The 2020 agenda has been designed to provide a practical program to equip you with the knowledge, strategies and processes to combat the current environment, grow your client base and set yourself up for greater success.

WHY ATTEND?

This is a unique, annual event that you don’t want to miss out on!

This streamed workshop is FREE for advisers to attend. Register today to secure your spot!

Walk away with practical information and the knowledge to enhance your client experience.

Network with your peers and event partners to help shape how you execute your client experience strategy.

Earn valuable CPD points.

WHO SHOULD ATTEND

Financial advisers who understand the client experience is a major key to success. Practice principals and dealer group heads from aligned and non-aligned advice firms. Support staff who play a role in the client experience journey.

HIGHLIGHTED SESSIONS

28 Oct 2020

VIEW AGENDA

29 Oct 2020

VIEW AGENDA

EXCLUSIVE INSIGHTS: Client Experience Survey findings

9:40am - 10:00am | 28 Oct 2020

VIEW THIS SESSION

The new norm: How the pandemic has accelerated digital engagement and why your clients now expect it more than ever

10:00am - 10:25am | 28 Oct 2020

VIEW THIS SESSION

Confidently sell your value and stop selling on price! Closing the value vs cost knowledge gap

10:40am - 11:00am | 28 Oct 2020

VIEW THIS SESSION

Do your clients trust you? OK, you might think they do...

11:50am - 12:10pm | 28 Oct 2020

VIEW THIS SESSION

Set your business up for the next decade: Marketing your enhanced value proposition

9:40am - 10:00am | 29 Oct 2020

VIEW THIS SESSION

The Summit & The Journey: How to fuel client satisfaction by aligning your communication strategy with your client experience

11:05am - 11:25am | 29 Oct 2020

VIEW THIS SESSION

Best practice case studies: Communicating with your clients in times of crisis – how the pandemic has changed the game

11:55am - 12:15pm | 29 Oct 2020

VIEW THIS SESSION

ifa Excellence Awards Partners