Calendar

 

Jul
17
Mon
AFA 2017 National Practitioner Roadshow – TAS
Jul 17 @ 9:00 am – 1:45 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
18
Tue
Risk Workshop – NSW
Jul 18 @ 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
19
Wed
AFA 2017 National Practitioner Roadshow – SA
Jul 19 @ 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
20
Thu
AFA 2017 National Practitioner Roadshow – WA
Jul 20 @ 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
21
Fri
Risk Workshop – VIC
Jul 21 @ 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
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