VIRTUAL EXHIBITION Earn CPD points here!
Day 1 - Welcome from Principal Partner BT and MC Shelly Horton
Journalist, TV presenter, MC
9.40am - 10.00am
What if 2020 wasn’t entirely the disaster it currently feels like? What if now was the perfect time to reinvent our brand? And what if 2020 has actually provided us with a rare opportunity to future-proof our businesses? In this inspiring and practical presentation, Dan Gregory will explain how to build a game changing brand in a crisis and how crisis can actually be an asset in your communications strategy.
Specifically, Dan will explain:
Speaker, Author & Social Commentator
Q&A with Dan Gregory
10:10am - 10:30am
Sponsored by
The role of technology has come to the fore during the COVID-19 pandemic. Technology has become key to delivering the information and assistance that advisers require to service and support their own clients. It has also made it more efficient for advisers to interact with clients seamlessly. The challenge for the industry is to provide the innovative technology that advisers need, alongside the business support advisers deserve. And not just now, but in the longer-term.
BT’s GM, Platforms, Investments & Operations, Kathy Vincent, will provide insights into innovative products and services for advisers designed to:
GM, Platforms, Investments & Operations, BT
Q&A with Kathy Vincent
VIRTUAL EXHIBITION Earn CPD points here!
10.55am - 11.20am
Sponsored by
Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.
Corporate Development Executive, Implemented Portfolios
Co-founder & Director, Feedsy
11.20am - 11.45am
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:
Founder, Neutopia.co
Q&A with Jamie Engel
Day 1 - Wrap up
VIRTUAL EXHIBITION Earn CPD points here!
VIRTUAL EXHIBITION Earn CPD points here!
Day 2 - Welcome from Principal Partner BT and MC Shelly Horton
Journalist, TV presenter, MC
9.40am - 10.00am
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 Australasia (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:
Chief Executive, RIAA
Q&A with Simon O'Connor
10.10am - 10.20am
Sponsored by
Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.
Chief Commercial Officer, FinClear
10.20am - 10.30am
Sponsored by
Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.
Business Development Manager, Midwinter Financial Services
10.30am - 10.40am
Sponsored by
Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.
Co-Head of Sales, ETF Securities
VIRTUAL EXHIBITION Earn CPD points here!
10.55am - 11.15am
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:
CEO, Rollit Wealth
11:15am - 11:30am
Sponsored by
Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.
11.30am - 11.50am
At its core, innovation is the ability to make changes that creates 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 revised 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:
Futurist, Author, Keynote Speaker, and Founder, The Digital Champions Club
Q&A with Simon Waller
Day 2 - Wrap up
VIRTUAL EXHIBITION Earn CPD points here!
VIRTUAL EXHIBITION Earn CPD points here!
Day 3 - Welcome from Principal Partner BT and MC Shelly Horton
Journalist, TV presenter, MC
9.40am - 10.00am
2020 is the year of the virtual meeting. Now Zoom has replaced the office meeting room, we have seen the horror of people walking around in their undies or turning on a filter so they look like a potato. The truth is, video conferencing is hard. Internet drop-outs, bad lighting and people talking over each other can make it a challenge for the most confident of players. Performing well in online meetings is a vital new skill for you and team members in client facing roles. And it’s a skill you’ll use for years to come.
In this practical presentation, Shelly Horton will give you tips on:
Journalist, TV presenter, MC
10.00am - 10.15am
Sponsored by
Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.
10.15am - 10.40am
Sponsored by
Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.
Managing Director, WealthO2
Chief Commercial Officer, Praemium
VIRTUAL EXHIBITION Earn CPD points here!
10.55am -11.15am
Gain insights on how to cultivate a network that can help to foster your advice practice. Melissa Meagher 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:
Money Mindset and Success Coach, Talking Money
Q&A with Melissa Meagher
11.25am - 11.45am
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 drive value by implementing data and analytics into your core business strategy. Hear from our expert speaker Marcus Cann, Head of Partnership Engagement at Volt Bank. At Volt, analytics powers the real-time customer experience around journeys (rather than products) using nudges and real-time advice and support to help customers. Learn the innovative techniques used from digital onboarding and fraud and threat detection, to the real-time analytics architecture that allows real-time decisioning models to run in transactions and interactions.
Head of Partnership Engagement, Volt Bank
Q&A with Marcus Cann
Day 3 - Wrap up
VIRTUAL EXHIBITION Earn CPD points here!