Calendar

 

Jul
23
Tue
Risk Workshop QLD – July 2019
Jul 23 @ 9:00 am – 4:30 pm

When you register for my Risk Workshop this year you will immediately be sent a free copy of my book “The Risk Workshop” (if you don’t already have one!). Reading the book before the live workshop will mean you will get a lot more out of the event.

The workshop itself will give you a track to run on for every step of the initial client engagement process and it will leave no stone unturned.

In addition to 6 CPD POINTS, these are the outcomes you can expect to get from attending this workshop:-

  1. Get a structured track to run on for every step in the client engagement process
  2. Obtain a host of simple, usable and practical engagement tools that will add real value to your risk advice process
  3. Become empowered to create a paradigm shift in the way your clients view proper personal protection
  4. Learn how to effectively walk the tightrope between client friendly and compliant
  5. Understand the key difference between creating a quality experience for your clients and just completing a transaction
  6. Become enabled at lowering the bar substantially when overcoming the price barrier
  7. Embrace new terminology that no longer creates a negative perception on the part of your clients
  8. Acquire new techniques for building more meaningful and lasting client relationships

So whether you are an old hand in the risk advice space in need of a “refresher” or who wants to plug some gaps or strengthen some weak links in your client engagement process or a “new kid on the block” who wants to embrace a client friendly engagement process from start to finish, REGISTER FOR THE RISK WORKSHOP NOW to get your free copy of the book and look forward to coming to the live performance on Tuesday, 23 July.

Jul
25
Thu
Risk Workshop VIC – July 2019
Jul 25 @ 9:00 am – 4:30 pm

When you register for my Risk Workshop this year you will immediately be sent a free copy of my book “The Risk Workshop” (if you don’t already have one!). Reading the book before the live workshop will mean you will get a lot more out of the event.

The workshop itself will give you a track to run on for every step of the initial client engagement process and it will leave no stone unturned.

In addition to 6 CPD POINTS, these are the outcomes you can expect to get from attending this workshop:-

  1. Get a structured track to run on for every step in the client engagement process
  2. Obtain a host of simple, usable and practical engagement tools that will add real value to your risk advice process
  3. Become empowered to create a paradigm shift in the way your clients view proper personal protection
  4. Learn how to effectively walk the tightrope between client friendly and compliant
  5. Understand the key difference between creating a quality experience for your clients and just completing a transaction
  6. Become enabled at lowering the bar substantially when overcoming the price barrier
  7. Embrace new terminology that no longer creates a negative perception on the part of your clients
  8. Acquire new techniques for building more meaningful and lasting client relationships

So whether you are an old hand in the risk advice space in need of a “refresher” or who wants to plug some gaps or strengthen some weak links in your client engagement process or a “new kid on the block” who wants to embrace a client friendly engagement process from start to finish, REGISTER FOR THE RISK WORKSHOP NOW to get your free copy of the book and look forward to coming to the live performance on Tuesday, 23 July.

Jul
30
Tue
Risk Workshop SA – July 2019
Jul 30 @ 9:00 am – 4:30 pm

When you register for my Risk Workshop this year you will immediately be sent a free copy of my book “The Risk Workshop” (if you don’t already have one!). Reading the book before the live workshop will mean you will get a lot more out of the event.

The workshop itself will give you a track to run on for every step of the initial client engagement process and it will leave no stone unturned.

In addition to 6 CPD POINTS, these are the outcomes you can expect to get from attending this workshop:-

  1. Get a structured track to run on for every step in the client engagement process
  2. Obtain a host of simple, usable and practical engagement tools that will add real value to your risk advice process
  3. Become empowered to create a paradigm shift in the way your clients view proper personal protection
  4. Learn how to effectively walk the tightrope between client friendly and compliant
  5. Understand the key difference between creating a quality experience for your clients and just completing a transaction
  6. Become enabled at lowering the bar substantially when overcoming the price barrier
  7. Embrace new terminology that no longer creates a negative perception on the part of your clients
  8. Acquire new techniques for building more meaningful and lasting client relationships

So whether you are an old hand in the risk advice space in need of a “refresher” or who wants to plug some gaps or strengthen some weak links in your client engagement process or a “new kid on the block” who wants to embrace a client friendly engagement process from start to finish, REGISTER FOR THE RISK WORKSHOP NOW to get your free copy of the book and look forward to coming to the live performance on Tuesday, 23 July.

Jul
31
Wed
Risk Workshop WA – July 2019
Jul 31 @ 9:00 am – 4:30 pm

When you register for my Risk Workshop this year you will immediately be sent a free copy of my book “The Risk Workshop” (if you don’t already have one!). Reading the book before the live workshop will mean you will get a lot more out of the event.

The workshop itself will give you a track to run on for every step of the initial client engagement process and it will leave no stone unturned.

In addition to 6 CPD POINTS, these are the outcomes you can expect to get from attending this workshop:-

  1. Get a structured track to run on for every step in the client engagement process
  2. Obtain a host of simple, usable and practical engagement tools that will add real value to your risk advice process
  3. Become empowered to create a paradigm shift in the way your clients view proper personal protection
  4. Learn how to effectively walk the tightrope between client friendly and compliant
  5. Understand the key difference between creating a quality experience for your clients and just completing a transaction
  6. Become enabled at lowering the bar substantially when overcoming the price barrier
  7. Embrace new terminology that no longer creates a negative perception on the part of your clients
  8. Acquire new techniques for building more meaningful and lasting client relationships

So whether you are an old hand in the risk advice space in need of a “refresher” or who wants to plug some gaps or strengthen some weak links in your client engagement process or a “new kid on the block” who wants to embrace a client friendly engagement process from start to finish, REGISTER FOR THE RISK WORKSHOP NOW to get your free copy of the book and look forward to coming to the live performance on Tuesday, 23 July.

Aug
2
Fri
Risk Workshop NSW – August 2019
Aug 2 @ 9:00 am – 4:30 pm

When you register for my Risk Workshop this year you will immediately be sent a free copy of my book “The Risk Workshop” (if you don’t already have one!). Reading the book before the live workshop will mean you will get a lot more out of the event.

The workshop itself will give you a track to run on for every step of the initial client engagement process and it will leave no stone unturned.

In addition to 6 CPD POINTS, these are the outcomes you can expect to get from attending this workshop:-

  1. Get a structured track to run on for every step in the client engagement process
  2. Obtain a host of simple, usable and practical engagement tools that will add real value to your risk advice process
  3. Become empowered to create a paradigm shift in the way your clients view proper personal protection
  4. Learn how to effectively walk the tightrope between client friendly and compliant
  5. Understand the key difference between creating a quality experience for your clients and just completing a transaction
  6. Become enabled at lowering the bar substantially when overcoming the price barrier
  7. Embrace new terminology that no longer creates a negative perception on the part of your clients
  8. Acquire new techniques for building more meaningful and lasting client relationships

So whether you are an old hand in the risk advice space in need of a “refresher” or who wants to plug some gaps or strengthen some weak links in your client engagement process or a “new kid on the block” who wants to embrace a client friendly engagement process from start to finish, REGISTER FOR THE RISK WORKSHOP NOW to get your free copy of the book and look forward to coming to the live performance on Tuesday, 23 July.

Aug
28
Wed
AFA Conference 2019
Aug 28 all-day

Now is the time.

Our world isn’t changing, it has changed. Now more than ever we need to be focused and intentional about the value we add to our current and future clients.

I believe there is more opportunity to deliver quality advice now than ever before.

The AFA has a rich heritage of providing a platform for members and the broader advice community to connect face-to-face on many occasions throughout the year.

Our signature event, our conference, is the place to be. It brings everyone from around the country to connect in person to be inspired, encouraged, and to learn and have some fun together.

If you’re like me and have been attending for many years, we are looking forward to your continuing support and input. You are very much valued.

If you’re new to the advice world or have never been to our conference you may be just like I was – shy and nervous, not knowing anyone! We have a great first timers event pre-conference and this is an amazing way to get connected. I can’t encourage you enough. I would welcome a personal call via AFA HQ if you are considering coming and I would be happy to answer any questions directly.

If you are a business owner and have a team of 2 or many, this can be a great option to take the team away to reward them for their hard work and to be refreshed. I have taken my team away before and it’s great to bring the whole team on the journey you’re on.

Further, can you visit beautiful Adelaide a day prior or preferably the Saturday after, and have your annual offsite team planning session? If you’ve never considered this for your team, I do not believe there is a better time in our history to get planning, debrief and implement some of the great learnings from the conference. I have previously asked my team to make a list of 5 things we can implement following the conference. If you’re after a facilitator for your planning day, there will be plenty of people already in Adelaide for the conference!

On a personal note, I have made the AFA conference a rock in my calendar since I first attended 5 years ago. It has by far been the most valuable event to me in the advice community. Not only the quality content and speakers but the relationships I have formed. The first conference I went to I only knew one person. Fast forward, I now have a network of friends all around Australia and in 2019 I have the privilege of being the conference chair.

We are stronger together as a community. I’m looking forward to seeing you in Adelaide for what will be a great couple of days to look forward to the future together.

Glen James
NSW/ACT Director, AFA

Sep
1
Sun
MDRT Global Conference 2019
Sep 1 – Sep 4 all-day

As the financial services industry continues to grow more complex, thousands of MDRT members from all over the world are facing more challenges than ever. With industry-renowned Main Platform presentations, insightful Focus Sessions and extensive networking opportunities, the 2019 MDRT Global Conference will be a unique occasion for MDRT members to come together and celebrate their success, share innovative ideas and learn the most applicable global solutions to their local industry challenges.

TOP-NOTCH PROGRAM
We are proud to apply the proven successful format of the MDRT Annual Meeting to the MDRT Global Conference. You can enrich your knowledge with distinguished Main Platform presentations, insightful Focus Sessions and more.

MDRT NETWORKING
No meeting creates networking opportunities like ours. The 2019 MDRT Global Conference will connect you with thought leaders and industry top-performers who have solved the problems you are currently facing. Connect and learn!

SOLUTIONS TO YOUR CHALLENGES
Master your skills, solve your current problems and cope with industry challenges by exchanging ideas with the industry leaders and learning from our educational Focus Sessions on practice management, marketing, advising clients and work-life balance.

GLOBAL CELEBRATION
With seven official tracks of languages, including Cantonese, English, Hindi, Japanese, Korean, Mandarin and Thai, MDRT members all around the world can learn, get inspired and celebrate success in the MDRT style.