Calendar

 

Feb
26
Mon
AFA Connect Tour 2018 VIC – Save the date
Feb 26 all-day
MDRT – Evolution of Advice NSW
Feb 26 @ 11:00 am – 3:00 pm

Welcome to the MDRT 2018 Evolution of Advice Roadshow

As the Country Chair of Australia, what a wonderful time to launch our flagship bi-annual event as we celebrate 90 years of history, MDRT was established in 1927. I am proud to be part of a movement that is founded on providing support to the financial advice community through its volunteers and influencers on a global scale.

Our 2018 roadshow program is rich with intelligence from three international MDRT members providing content and insights not generally available in Australia. Change is a constant in financial advice and through these presentations we hope to provide with you the ideas and tools to continue your next generation evolution. I invite you to be part of the experience and enjoy the friend zone that we have created; we want everyone to have an equal seat at the roundtable.

See you there!
Jenny

Feb
27
Tue
AFA Connect Tour 2018 QLD – Save the date
Feb 27 all-day
MatchFIT 2018 National Adviser event series: Leading through change
Feb 27 @ 11:45 am – 2:00 pm

Zurich’s recently announced proposal to acquire ANZ’s life insurance business – OnePath Life – underscores our commitment to, and belief in, the future of financial advice in Australia.

Our Leadership event series is your chance to hear our CEO, Tim Bailey, share his insights into the forces of change reshaping the landscape, and the implications for advisers of seismic shifts including:

Industry consolidation
Ongoing government and regulator scrutiny including the PJC and Royal Commission
Economic challenges; and
Technology and other disruptive forces.
AFA Adviser and Practice of the Year winners – Charlie Fraser and MEDIQ Financial Services (Ravi Agarwal) will offer up a rare set of insights into why they have been able to differentiate themselves and establish practices that are geared for long-term success.
Finally, special guest speaker Dr John Cummins, Chief Medical Officer at SCOR, will explore new and fascinating, clinical insights for clients when they are going through the claims process, allowing you to get a deeper understanding of the promises you make every day to your clients. This will be supported by CPD points.

Feb
28
Wed
MatchFIT 2018 National Adviser event series: Leading through change
Feb 28 @ 11:45 am – 2:00 pm

Zurich’s recently announced proposal to acquire ANZ’s life insurance business – OnePath Life – underscores our commitment to, and belief in, the future of financial advice in Australia.

Our Leadership event series is your chance to hear our CEO, Tim Bailey, share his insights into the forces of change reshaping the landscape, and the implications for advisers of seismic shifts including:

Industry consolidation
Ongoing government and regulator scrutiny including the PJC and Royal Commission
Economic challenges; and
Technology and other disruptive forces.
AFA Adviser and Practice of the Year winners – Charlie Fraser and MEDIQ Financial Services (Ravi Agarwal) will offer up a rare set of insights into why they have been able to differentiate themselves and establish practices that are geared for long-term success.
Finally, special guest speaker Dr John Cummins, Chief Medical Officer at SCOR, will explore new and fascinating, clinical insights for clients when they are going through the claims process, allowing you to get a deeper understanding of the promises you make every day to your clients. This will be supported by CPD points.

Mar
1
Thu
MatchFIT 2018 National Adviser event series: Leading through change
Mar 1 @ 11:45 am – 2:00 pm

Zurich’s recently announced proposal to acquire ANZ’s life insurance business – OnePath Life – underscores our commitment to, and belief in, the future of financial advice in Australia.

Our Leadership event series is your chance to hear our CEO, Tim Bailey, share his insights into the forces of change reshaping the landscape, and the implications for advisers of seismic shifts including:

Industry consolidation
Ongoing government and regulator scrutiny including the PJC and Royal Commission
Economic challenges; and
Technology and other disruptive forces.
AFA Adviser and Practice of the Year winners – Charlie Fraser and MEDIQ Financial Services (Ravi Agarwal) will offer up a rare set of insights into why they have been able to differentiate themselves and establish practices that are geared for long-term success.
Finally, special guest speaker Dr John Cummins, Chief Medical Officer at SCOR, will explore new and fascinating, clinical insights for clients when they are going through the claims process, allowing you to get a deeper understanding of the promises you make every day to your clients. This will be supported by CPD points.

Mar
2
Fri
MatchFIT 2018 National Adviser event series: Leading through change
Mar 2 @ 11:45 am – 2:00 pm

Zurich’s recently announced proposal to acquire ANZ’s life insurance business – OnePath Life – underscores our commitment to, and belief in, the future of financial advice in Australia.

Our Leadership event series is your chance to hear our CEO, Tim Bailey, share his insights into the forces of change reshaping the landscape, and the implications for advisers of seismic shifts including:

Industry consolidation
Ongoing government and regulator scrutiny including the PJC and Royal Commission
Economic challenges; and
Technology and other disruptive forces.
AFA Adviser and Practice of the Year winners – Charlie Fraser and MEDIQ Financial Services (Ravi Agarwal) will offer up a rare set of insights into why they have been able to differentiate themselves and establish practices that are geared for long-term success.
Finally, special guest speaker Dr John Cummins, Chief Medical Officer at SCOR, will explore new and fascinating, clinical insights for clients when they are going through the claims process, allowing you to get a deeper understanding of the promises you make every day to your clients. This will be supported by CPD points.

Mar
13
Tue
Brand New “How To” Workshop – Sydney
Mar 13 @ 9:00 am – 4:30 pm

Chris Unwin’s brand new “How To” Workshop gives both new and experienced advisers the skills and tools to:

  • Maximise conversion rates – converting calls to appointments and appointments to long term clients
  • Get more referrals by making referrals a natural consequence of business
  • Sell truckloads of trauma cover to clients of all ages

If you think it might be worth putting aside just one day to achieve all of the above, then you need to register for this workshop now.

For more information on this workshop click here

May
10
Thu
AFA Inspire Roadshow 2018 SA – Save the date
May 10 all-day

Changing futures together

We hope that you were able to join us for a morning of inspiration, insights and professional development at the AFA 2018 Inspire Roadshow. Now proudly into its eighth year the AFA Female Excellence in Advice Award is a joint initiative by the AFA & TAL. The Award recognises the outstanding contribution female financial advisers make to the profession, the community and their clients.

May
11
Fri
AFA Inspire Roadshow 2018 WA – Save the date
May 11 all-day

Changing futures together

We hope that you were able to join us for a morning of inspiration, insights and professional development at the AFA 2018 Inspire Roadshow. Now proudly into its eighth year the AFA Female Excellence in Advice Award is a joint initiative by the AFA & TAL. The Award recognises the outstanding contribution female financial advisers make to the profession, the community and their clients.