SESSIONS

Networking

Introduction from MC

Introduction from the principal partner

Keynote session by BT

Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigate through these challenging times.

Break

How to maximise efficiency by optimising your day-to-day operation

How technology can make us more human

At its core, innovation is the ability to make changes that create value. It has never been more important for advisers to innovate the way they deliver their advice. We will not return to business as usual, and old methods of acquiring and servicing clients will need to be devised to remain relevant. Simon will present new opportunities and emerging risks that this rapid change has brought with it. In this session, you will learn how you can overcome the challenges that digitalisation has brought to the workplace to:

• Deliver advice in an engaging, flexible and interactive way
• Leverage technology as a tool to enhance our humanity
• Adopt a digital mindset that encourages knowledge transfer to add value

Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigate through these challenging times

10 Tips to successfully lead a remote team

Gain insights on how to lead with agility and run your advice practice during COVID-19. In this session, you will learn the key drivers for efficiency for a virtual workplace.

Learn how your business can:

• Streamline processes for maximum output
• Top project management tools that will effectively manage a remote team
• Adopt tools that will improve practice process

Wrap-up

Networking

Networking

Introduction from MC

Introduction from the principal partner

Client demands for sustainable and responsible innovation and investment

In an increasingly socially conscious community in the aftermath of the bushfires and COVID-19, how do advisers navigate through a time of disruption and factor in social and governance? With clients demanding transparency and evidence of their investments, Simon O’Connor, Chief Executive of the Responsible Investment Association of Australia (RIAA), will reveal some of the intricacies, advantages and myths around this increasingly popular and ethical form of investment.

This session debunks how switching to a socially responsible investment portfolio is good for return and good for your client’s loyalty. Learn how to utilise resources from your investment and product partners to:

• Navigate scepticism through research, data and case studies of responses from the broader community
• Understand how other companies manage their risk in a portfolio sector
• Engage the socially aware and proactive Millennials in preparation for the great transfer of wealth
• Adopt conversation guidelines on how to convey long-term value through responsible investment

Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigate through these challenging times

Break

Sponsor Session

Illustrated advice: Using augmented reality to demonstrate client goals and outcomes

Augmented reality is demonstrating how risky or impetuous decisions can redefine financial and life-changing outcomes. With the power of AR, your clients can visualise the impact of their investments. This innovation in customer engagement goes beyond the sale.

Jamie Engel, our expert in augmented reality and AI, will reveal how this new technology can:

• Maximise client engagement and education through virtual scenarios and how their spending can make a dramatic difference to their life plan
• Introduce new and different financial options and products appropriate to life stages
• Create an interesting and stimulating advice environment and a vehicle for enhanced training

Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigate through these challenging times

How to build a game-changing brand in a time of crisis

Succession and retirement planning has never been more important as it is at present. Embracing the current position will put in a great position to capitalise on your practice’s hard work during COVID-19 when it comes time to selI. In this session, we will look at steps to value your business and the importance to focus on building a brand now.

Wrap-up

Networking

Networking

Introduction from MC

Introduction from the principal partner

Healthy, WELLthy and Wise

Gain insights on how to cultivate a network that can help to foster your advice practice. Melissa will share her journey as a previous financial adviser and her motivations for developing her money coaching business. Melissa explores the interpersonal and emotional side of financial planning with her clients. She works alongside financial advisers to strengthen their value proposition, creating a relationship loop that is sticky. She supports her clients to implement the recommendations provided by their financial advisers, as well as working with those who may not be financially fit to engage with financial advisers.

In this session, learn how you can develop strategies to:

• Diversify service offering and enhance the process of engagement
• Strengthen your value proposition and identify new clients in the current environment
• Create a sticky client relationship through case studies from her three models of engagement

Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigate through these challenging times

Break

Sponsor Session

How to adopt fintech like a start-up

In the start-up community, the ecosystem and environment is rapidly changing, it requires a mindset shift to be truly successful. The foundation and idea of Rollit was built through a customer-centric view of poor experience with superannuation funds. In this session, we delve into how financial advisers can think like a fintech to create, test, fail and implement customer feedback quickly.

Learn how to adopt a product system innovation strategy like a fintech to:

• Create non-core products or services to add value with a customer-centric approach
• Drive an agile strategy for fast integration and implementation
• Adopt a collaborative company culture and external network of partners

Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigate through these challenging times

Adopting a smartphone-first approach

In a post-COVID world where the future of the workplace will ultimately evolve, there will be a new face of client experience and engagement. In this session, you will gain insights on how to use data to drive value for a personalised offering based on individual customer preference and previous history.

Understand how your advice practice can enable your clients to choose how and by what method they want to conduct business, be that in person, via a mobile device, from home, online or phone.

Wrap-up

Networking