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

Consumers across Australia are under increasing pressure due to the impacts of COVID-19. Many of these individuals are turning to their trusted professional of choice to help them navigate through these challenging times – are you their first choice?

At the ifa Client Experience Workshop, leading business consultants and specialists will reveal the latest results from a survey of advised and “non-advised” consumers to help you build deeper relationships, better articulate your value and help you understand the key barriers that are preventing consumers from engaging financial advisers.

This two-day event is built on a foundation of groundbreaking, exclusive research by Momentum Intelligence that uncovers the reality of what consumers across Australia are thinking. 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 2020, you will learn exactly how you can become the trusted professional of choice to grow your business now and in the future.

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


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


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.


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.


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.


ifa Excellence Awards Partners