SESSIONS

VIRTUAL EXHIBITION Earn CPD points here!

Day 1 - Welcome from Principal Partner BT and MC Shelly Horton

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:

• How to build your brand and your innovation through a value lens rather than a product filter
• How to communicate with who customers and clients are today, not who they were six months ago
• Why we need to move from “story telling” to “story doing”

Q&A with Dan Gregory

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:

• Deliver a seamless experience for clients
• Create smoother compliance processes
• Enable deep efficiency every day for advisers businesses

Q&A with Kathy Vincent

VIRTUAL EXHIBITION Earn CPD points here!

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

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
• Explore different strategies to implement technologies that are accessible for all your clients, and for the stage of your business
• Create an interesting and stimulating advice environment and a vehicle for enhanced training.

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

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:

• 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

Q&A with Simon O'Connor

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

VIRTUAL EXHIBITION Earn CPD points here!

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

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

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:

• 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

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

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:

• Setting up your computer to help you look and sound great on camera
• Some cheeky presentation tricks - learn what great TV and radio hosts do to prep their mind and face for a great presentation
• The do's and don’ts of virtual meetings - how to be a good host and a good client on Zoom for professional meetings

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time.

VIRTUAL EXHIBITION Earn CPD points here!

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:

• 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

Q&A with Melissa Meagher

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.

Q&A with Marcus Cann

Day 3 - Wrap up

VIRTUAL EXHIBITION Earn CPD points here!