Advertisement

Calendar

 

Jul
24
Mon
AFA 2017 National Practitioner Roadshow – ACT
Jul 24 @ 7:30 am – 12:15 pm

Adaptive Change – taking advice beyond the horizon

Earn Up to 3 CPD points

The AFA is delighted to launch the program for our 2017 National Practitioner Roadshow.

In this National Practitioner Roadshow we will showcase both the ‘theory’ and ‘practice’ of how leading businesses are adapting to change and making their own successful adjustment to this exciting profession. We will have a blend of world class speakers and award winners to share their knowledge and ideas to provide you with new skills to take back to your business.

———-

Practitioners have always been the best source of knowledge as they are closest to the client conversation.

Welcome to the AFA National Practitioner Roadshow for 2017. There is a lot to discuss and reflect on the forces which are shaping our profession. On the political and regulatory front, MyRetirement and the newly formed Financial Adviser Standards & Ethics Authority (FASEA) Board will have long lasting structural change to our industry. These regulatory changes are set against a backdrop of societal shifts which we have never experienced before. The adjustment to retirement can be both difficult and rewarding and advisers are well placed to help people make this adjustment both financially and emotionally.

Given the contrast of the head winds which advice business now face and the opportunities to grow the demand for our professional services, it is worth reminding ourselves that as practitioners we are well placed to play an active and critical role in how we want to be perceived by the public. The AFA Community of Practice is for all advisers who are passionate about growing the demand for quality financial advice and firmly establishing our profession in the hearts and minds of everyday Australian families.

Thanks for coming along to this important National Practitioner Roadshow as we showcase both the ‘theory’ and ‘practice’ of how leading businesses are adapting to change and making our own successful adjustment to this exciting profession

Jul
25
Tue
AFA 2017 National Practitioner Roadshow – VIC
Jul 25 @ 7:30 am – 12:15 pm

Adaptive Change – taking advice beyond the horizon

Earn Up to 3 CPD points

The AFA is delighted to launch the program for our 2017 National Practitioner Roadshow.

In this National Practitioner Roadshow we will showcase both the ‘theory’ and ‘practice’ of how leading businesses are adapting to change and making their own successful adjustment to this exciting profession. We will have a blend of world class speakers and award winners to share their knowledge and ideas to provide you with new skills to take back to your business.

———-

Practitioners have always been the best source of knowledge as they are closest to the client conversation.

Welcome to the AFA National Practitioner Roadshow for 2017. There is a lot to discuss and reflect on the forces which are shaping our profession. On the political and regulatory front, MyRetirement and the newly formed Financial Adviser Standards & Ethics Authority (FASEA) Board will have long lasting structural change to our industry. These regulatory changes are set against a backdrop of societal shifts which we have never experienced before. The adjustment to retirement can be both difficult and rewarding and advisers are well placed to help people make this adjustment both financially and emotionally.

Given the contrast of the head winds which advice business now face and the opportunities to grow the demand for our professional services, it is worth reminding ourselves that as practitioners we are well placed to play an active and critical role in how we want to be perceived by the public. The AFA Community of Practice is for all advisers who are passionate about growing the demand for quality financial advice and firmly establishing our profession in the hearts and minds of everyday Australian families.

Thanks for coming along to this important National Practitioner Roadshow as we showcase both the ‘theory’ and ‘practice’ of how leading businesses are adapting to change and making our own successful adjustment to this exciting profession

Jul
26
Wed
AFA 2017 National Practitioner Roadshow – NSW
Jul 26 @ 7:30 am – 12:15 pm

Adaptive Change – taking advice beyond the horizon

Earn Up to 3 CPD points

The AFA is delighted to launch the program for our 2017 National Practitioner Roadshow.

In this National Practitioner Roadshow we will showcase both the ‘theory’ and ‘practice’ of how leading businesses are adapting to change and making their own successful adjustment to this exciting profession. We will have a blend of world class speakers and award winners to share their knowledge and ideas to provide you with new skills to take back to your business.

———-

Practitioners have always been the best source of knowledge as they are closest to the client conversation.

Welcome to the AFA National Practitioner Roadshow for 2017. There is a lot to discuss and reflect on the forces which are shaping our profession. On the political and regulatory front, MyRetirement and the newly formed Financial Adviser Standards & Ethics Authority (FASEA) Board will have long lasting structural change to our industry. These regulatory changes are set against a backdrop of societal shifts which we have never experienced before. The adjustment to retirement can be both difficult and rewarding and advisers are well placed to help people make this adjustment both financially and emotionally.

Given the contrast of the head winds which advice business now face and the opportunities to grow the demand for our professional services, it is worth reminding ourselves that as practitioners we are well placed to play an active and critical role in how we want to be perceived by the public. The AFA Community of Practice is for all advisers who are passionate about growing the demand for quality financial advice and firmly establishing our profession in the hearts and minds of everyday Australian families.

Thanks for coming along to this important National Practitioner Roadshow as we showcase both the ‘theory’ and ‘practice’ of how leading businesses are adapting to change and making our own successful adjustment to this exciting profession

Risk Workshop – SA
Jul 26 @ 9:00 am – 4:30 pm

Revolutionise your Risk Advice Process!

Would you like to experience a paradigm shift in the way YOU view personal protection?

And would you like to be empowered to create a paradigm shift in the way your clients view personal protection?

These are just two of the outcomes that attending my Risk Workshop will produce; here are a few more:-

  • Turn a grudge purchase into a fantastic opportunity for your clients
  • Get a structured track to run on for every step in the client engagement process
  • Obtain a host of simple, practical and usable engagement tools that will add real value to your risk advice process
  • Understand the key difference between creating a quality experience for your clients and just completing a transaction
  • Find out how to make referrals a natural consequence of business

If you recognise how much value these outcomes will add to your risk advice business, then you need to register now for the Risk Workshop in your capital city and get your free copy of my book “The Risk Workshop” in advance.

Book now!

Jul
27
Thu
AFA 2017 National Practitioner Roadshow – QLD
Jul 27 @ 7:30 am – 12:15 pm

Adaptive Change – taking advice beyond the horizon

Earn Up to 3 CPD points

The AFA is delighted to launch the program for our 2017 National Practitioner Roadshow.

In this National Practitioner Roadshow we will showcase both the ‘theory’ and ‘practice’ of how leading businesses are adapting to change and making their own successful adjustment to this exciting profession. We will have a blend of world class speakers and award winners to share their knowledge and ideas to provide you with new skills to take back to your business.

———-

Practitioners have always been the best source of knowledge as they are closest to the client conversation.

Welcome to the AFA National Practitioner Roadshow for 2017. There is a lot to discuss and reflect on the forces which are shaping our profession. On the political and regulatory front, MyRetirement and the newly formed Financial Adviser Standards & Ethics Authority (FASEA) Board will have long lasting structural change to our industry. These regulatory changes are set against a backdrop of societal shifts which we have never experienced before. The adjustment to retirement can be both difficult and rewarding and advisers are well placed to help people make this adjustment both financially and emotionally.

Given the contrast of the head winds which advice business now face and the opportunities to grow the demand for our professional services, it is worth reminding ourselves that as practitioners we are well placed to play an active and critical role in how we want to be perceived by the public. The AFA Community of Practice is for all advisers who are passionate about growing the demand for quality financial advice and firmly establishing our profession in the hearts and minds of everyday Australian families.

Thanks for coming along to this important National Practitioner Roadshow as we showcase both the ‘theory’ and ‘practice’ of how leading businesses are adapting to change and making our own successful adjustment to this exciting profession

Risk Workshop – WA
Jul 27 @ 9:00 am – 4:30 pm

Revolutionise your Risk Advice Process!

Would you like to experience a paradigm shift in the way YOU view personal protection?

And would you like to be empowered to create a paradigm shift in the way your clients view personal protection?

These are just two of the outcomes that attending my Risk Workshop will produce; here are a few more:-

  • Turn a grudge purchase into a fantastic opportunity for your clients
  • Get a structured track to run on for every step in the client engagement process
  • Obtain a host of simple, practical and usable engagement tools that will add real value to your risk advice process
  • Understand the key difference between creating a quality experience for your clients and just completing a transaction
  • Find out how to make referrals a natural consequence of business

If you recognise how much value these outcomes will add to your risk advice business, then you need to register now for the Risk Workshop in your capital city and get your free copy of my book “The Risk Workshop” in advance.

Book now!

Aug
2
Wed
Risk Workshop – QLD
Aug 2 @ 9:00 am – 4:30 pm

Revolutionise your Risk Advice Process!

Would you like to experience a paradigm shift in the way YOU view personal protection?

And would you like to be empowered to create a paradigm shift in the way your clients view personal protection?

These are just two of the outcomes that attending my Risk Workshop will produce; here are a few more:-

  • Turn a grudge purchase into a fantastic opportunity for your clients
  • Get a structured track to run on for every step in the client engagement process
  • Obtain a host of simple, practical and usable engagement tools that will add real value to your risk advice process
  • Understand the key difference between creating a quality experience for your clients and just completing a transaction
  • Find out how to make referrals a natural consequence of business

If you recognise how much value these outcomes will add to your risk advice business, then you need to register now for the Risk Workshop in your capital city and get your free copy of my book “The Risk Workshop” in advance.

Book now!

Aug
3
Thu
MDRT VIC Presents Julie Metaxotos & Gino Saggiomo
Aug 3 @ 7:30 am – 10:00 am

Proudly presented by MDRT Victoria, we invite you to see Julie Metaxotos presenting: “A Fractured Life”, and Gino Saggiomo presenting: “From Mentee to Mentor”.

Julie Metaxotos – A Fractured Life

Survivor and public speaker

“Julie’s story is not unique, in fact it’s all too common. 30,000 people across Australia are injured in car accidents each year. This is an extraordinary number behind which lies untold trauma and suffering by those involved. She was lucky to survive her accident and was fortunate to have amazing health professionals and a loving family to help her through. But still it was tough. The most difficult thing Julie has ever endured and her hope is that by sharing her story of recovery she can help inspire others to persevere, to keep fighting and to rebuild their health and their lives.

In her words, “I did it and so can you!”

Gino Saggiomo – From Mentee to Mentor

Gino Saggiomo of Rothgard Financial partners has been providing advice to clients for the last 18 years and has been a MDRT member since 2008.

Gino is a passionate goals-based financial planner, and has learnt over the years that most important decision he can make as an adviser is not product selection, but to leave assumption and ego at the door when providing advice – and make it truly about the client.

in doing so, Rothgard have employed a ‘specialisation approach’. This has meant that client interactions have evolved from one adviser managing a client relationship, to the whole firm getting involved, depending on the current client needs.

This has required significant investment in mentoring new entrants, systems and processes and his own mindset. Consequentially, Gino has grown over the years as both a mentee and mentor, and can offer insight from both perspectives.

Aug
31
Thu
MDRT NSW – Save the Date!
Aug 31 @ 2:00 pm – 5:00 pm

Vice Australian Chair Jenny Brown
presenting “Taking your Business to the Next Level”

Jenny is the CEO and Founder of JBS Financial Strategists in Melbourne specialising in SMSF’s and personal risk insurance. She’s proudly the 2013 AFA Adviser of the year and FS Smileys Scholar of the year, she currently is the MDRT Australian Vice Chair and Victorian Chair. She has been a member of MDRT since 2000 and a qualifying Top of the Table adviser for the past 3 years, prior to that court of the table.

Jenny offers more than 24 years’ experience in the financial planning industry. JBS have their own AFSL and her business is about building relationships, which has enabled her to grow JBS into the thriving and progressive practice it is today, backed by a lively and dedicated team of advisers and specialists. Her great passions are social media and networking, but she’s equally driven to help women in business and sits on several business advisory boards.

Jenny will be presenting on “Taking Your Business to the Next Level”. Where she will showcase over 20 key take outs and tips that are sure to be helpful in any advice business.

Don’t miss out, registration opens soon!

Oct
11
Wed
AFA 2017 National Adviser Conference
Oct 11 @ 9:26 pm – Oct 13 @ 10:26 pm

To celebrate the launch of the AFA 2017 National Adviser Conference we released a special ultra early bird price for the first 100 advisers. Half of these tickets have already gone, so make sure you get in quick to secure your registration at this fantastic price.

Next year’s AFA Adviser Conference will be held at the Royal Pines Resort in the Gold Coast on 11-13 October. The venue has undergone a new look and so has the AFA Conference. This will be the biggest event in the AFA calendar and promises to be a practitioner-led conference.

We look forward to seeing you at the AFA 2017 National Adviser Conference!

Price:

For all Practitioner Members of the AFA we have a special Ultra Early Bird price. Offer ends 31 December 2016