Learn, Network, & Experience Unforgettable Moments

With this session, Bob will focus on developing both the mindset and processes financial advice leaders need to build their own performance and that of the teams they lead. We will challenge misconceptions about ‘selling’ and explore how as advisers we can adopt effective sales approaches without compromising integrity. We’ll discover how with the right mindset, advisers can better engage and retain clients, sell more services, and create greater value.

In this session, David and Keith share insights on capital structures, partnerships, and growth strategies in financial advice. Drawing from Merchant’s global experience and David’s distinguished career, they’ll explore the minority stake model and strategies for achieving world-class results. A must-attend for forward-thinking advisers.

This interactive session focuses on defining and achieving business and personal goals and leading a team with a goal oriented mindset. Bob will explore the power of focus and action in attaining success. Attendees will learn to react positively to challenges, clarify priorities amidst daily demands, and develop a concrete action plan and will leave with clear goals and strategies for immediate implementation.

In this session Marshall will examine recent enforcement of the financial advisers’ code of ethics by the Financial Services and Credit Panel. By analysing actual cases, he’ll explore how the regulator applies the code in practice. Attendees will gain insights into crafting advice that meets professional and ethical standards in light of real-world regulatory decisions.

Leading public policy advocate and lobbyist, Matt Hawkes will take us on an insightful journey from the big picture of “The Political Game” through to practical steps we must all take to move our profession from being on the receiving end of political whims – to instead be leading the narrative to drive legislative reform for the better for consumers and our businesses.

According to the ASD Cyber Threat report 2022-2023, Email Compromise and Business Email Compromise emerged as the top two types of cybercrime experienced by businesses in Australia, with small businesses facing an average cost of $46,000 per report. Despite these risks, the Finura Business Tech Health Check found 74% of surveyed businesses still email sensitive documents such as SOAs direct to clients. In this session, Peter McCarthy, CEO myprosperity, explores how practices are leveraging technology to empower secure collaboration across their practice, while driving engagement with their clients, and productivity in their practice.

In this session Scott will explore the evolving landscape of risk advice amidst regulatory changes, professional standards updates, and shifting consumer expectations. He’ll examine how future risk practices can adapt profitably, focusing on potential claims outcomes rather than products. Attendees will learn strategies to demonstrate value and grow revenue in this changing environment.

With this session, Russel will debunk common myths about ETFs and their impact on markets. He’ll explore why ETFs aren’t distorting markets or blindly inflating prices, how they’ve performed under market stress, and why ETF investing offers more than just index tracking minus fees. Attendees will be able to separate ETF fact from fiction.

Adam will explore the ‘Permanency Dilemma’ in Total and Permanent Disability (TPD) insurance, examining its outdated structure despite evolving work patterns, unveiling new claims research, and introducing innovative TPD design. Attendees will learn to tailor protection strategies using ethical considerations, adapting to modern Australian lifestyles and enhancing client value through case studies.

Catherine will offer a brief overview of Australia’s superannuation system evolution over 30 years. She’ll address the FORO (Fear of Running Out) challenge and explore innovative retirement income streams as solutions. She’ll then examine myths, benefits, and how IRIS structures can aid in growing your advice practice.

Benjamin will challenge the notion that all retail life insurance products are identical, emphasising value over price. He will explore key differences between policies, highlighting essential features and “nice-to-haves.” With this presentation, advisers will gain practical insights to tailor recommendations beyond cost, ensuring better client outcomes in the event of a claim.

Keith will host a panel of advice practice principals to explore the pros and cons of running a specialist versus generalist practice. We’ll get up close and personal to review real world experiences and outcomes and invite delegates to engage in an interactive Q&A session.

The future has never looked better for our profession. Our keynote speakers will recap and present a “Call to Arms” for delegates to rise to the challenge to unlock the opportunities that abound for our businesses, our teams and our clients.