Calendar

 

May
8
Wed
Client Acquisition for the modern adviser – Brisbane
May 8 @ 6:00 pm – 9:00 pm

Just a sneaky heads up…. Guess what’s coming up in May!

The financial advice landscape is changing, and with tech advancing at a rapid rate – are you equipped to become a modern adviser in a post royal commission world?

XY ON TOUR is the opportunity to learn from the best advisers in the business, hang out with like-minded and progressive XY’ers, and build on your toolbox of strategies to successfully nail client acquisition.

XY ON TOUR is for:

  • Advisers and finance professionals who want to share knowledge and work together to get things done.
  • Advisers who want to nail efficiencies in their business and leverage tech in the right way.
  • Advisers who want to learn proven ways to reach their target market in a saturated digital world.
  • Advisers who want fresh ideas on giving clients a remarkable experience.

WHAT you need to know:

  • We’re not bluffing when we say tickets will be limited. Do not wait to get your ticket.
  • Venues and Special Guests will be released shortly. The line up is awesome!
  • Food, drinks and a whole lot of fun will be provided. This is not your average finance gig.
May
9
Thu
Client Acquisition for the modern adviser – Gold Coast
May 9 @ 6:00 pm – 9:00 pm

Just a sneaky heads up…. Guess what’s coming up in May!

The financial advice landscape is changing, and with tech advancing at a rapid rate – are you equipped to become a modern adviser in a post royal commission world?

XY ON TOUR is the opportunity to learn from the best advisers in the business, hang out with like-minded and progressive XY’ers, and build on your toolbox of strategies to successfully nail client acquisition.

XY ON TOUR is for:

  • Advisers and finance professionals who want to share knowledge and work together to get things done.
  • Advisers who want to nail efficiencies in their business and leverage tech in the right way.
  • Advisers who want to learn proven ways to reach their target market in a saturated digital world.
  • Advisers who want fresh ideas on giving clients a remarkable experience.

WHAT you need to know:

  • We’re not bluffing when we say tickets will be limited. Do not wait to get your ticket.
  • Venues and Special Guests will be released shortly. The line up is awesome!
  • Food, drinks and a whole lot of fun will be provided. This is not your average finance gig.
May
15
Wed
Client Acquisition for the modern adviser – Newcastle
May 15 @ 6:00 pm – 9:00 pm

Just a sneaky heads up…. Guess what’s coming up in May!

The financial advice landscape is changing, and with tech advancing at a rapid rate – are you equipped to become a modern adviser in a post royal commission world?

XY ON TOUR is the opportunity to learn from the best advisers in the business, hang out with like-minded and progressive XY’ers, and build on your toolbox of strategies to successfully nail client acquisition.

XY ON TOUR is for:

  • Advisers and finance professionals who want to share knowledge and work together to get things done.
  • Advisers who want to nail efficiencies in their business and leverage tech in the right way.
  • Advisers who want to learn proven ways to reach their target market in a saturated digital world.
  • Advisers who want fresh ideas on giving clients a remarkable experience.

WHAT you need to know:

  • We’re not bluffing when we say tickets will be limited. Do not wait to get your ticket.
  • Venues and Special Guests will be released shortly. The line up is awesome!
  • Food, drinks and a whole lot of fun will be provided. This is not your average finance gig.
May
16
Thu
Client Acquisition for the modern adviser – Sydney
May 16 @ 6:00 pm – 9:00 pm

Just a sneaky heads up…. Guess what’s coming up in May!

The financial advice landscape is changing, and with tech advancing at a rapid rate – are you equipped to become a modern adviser in a post royal commission world?

XY ON TOUR is the opportunity to learn from the best advisers in the business, hang out with like-minded and progressive XY’ers, and build on your toolbox of strategies to successfully nail client acquisition.

XY ON TOUR is for:

  • Advisers and finance professionals who want to share knowledge and work together to get things done.
  • Advisers who want to nail efficiencies in their business and leverage tech in the right way.
  • Advisers who want to learn proven ways to reach their target market in a saturated digital world.
  • Advisers who want fresh ideas on giving clients a remarkable experience.

WHAT you need to know:

  • We’re not bluffing when we say tickets will be limited. Do not wait to get your ticket.
  • Venues and Special Guests will be released shortly. The line up is awesome!
  • Food, drinks and a whole lot of fun will be provided. This is not your average finance gig.
May
22
Wed
Client Acquisition for the modern adviser – Canberra
May 22 @ 6:00 pm – 9:00 pm

Just a sneaky heads up…. Guess what’s coming up in May!

The financial advice landscape is changing, and with tech advancing at a rapid rate – are you equipped to become a modern adviser in a post royal commission world?

XY ON TOUR is the opportunity to learn from the best advisers in the business, hang out with like-minded and progressive XY’ers, and build on your toolbox of strategies to successfully nail client acquisition.

XY ON TOUR is for:

  • Advisers and finance professionals who want to share knowledge and work together to get things done.
  • Advisers who want to nail efficiencies in their business and leverage tech in the right way.
  • Advisers who want to learn proven ways to reach their target market in a saturated digital world.
  • Advisers who want fresh ideas on giving clients a remarkable experience.

WHAT you need to know:

  • We’re not bluffing when we say tickets will be limited. Do not wait to get your ticket.
  • Venues and Special Guests will be released shortly. The line up is awesome!
  • Food, drinks and a whole lot of fun will be provided. This is not your average finance gig.
May
23
Thu
Client Acquisition for the modern adviser – Melbourne
May 23 @ 6:00 pm – 9:00 pm

Just a sneaky heads up…. Guess what’s coming up in May!

The financial advice landscape is changing, and with tech advancing at a rapid rate – are you equipped to become a modern adviser in a post royal commission world?

XY ON TOUR is the opportunity to learn from the best advisers in the business, hang out with like-minded and progressive XY’ers, and build on your toolbox of strategies to successfully nail client acquisition.

XY ON TOUR is for:

  • Advisers and finance professionals who want to share knowledge and work together to get things done.
  • Advisers who want to nail efficiencies in their business and leverage tech in the right way.
  • Advisers who want to learn proven ways to reach their target market in a saturated digital world.
  • Advisers who want fresh ideas on giving clients a remarkable experience.

WHAT you need to know:

  • We’re not bluffing when we say tickets will be limited. Do not wait to get your ticket.
  • Venues and Special Guests will be released shortly. The line up is awesome!
  • Food, drinks and a whole lot of fun will be provided. This is not your average finance gig.
Jun
9
Sun
MDRT Annual Meeting 2019
Jun 9 @ 3:51 am – Jun 12 @ 4:51 am

DYNAMIC PROGRAM
Motivating Main Platform presentations, detailed Focus Sessions and quick-hit ConneXion Zone speakers will improve your productivity, client engagement strategies and business practices.

GLOBAL CONNECTIONS
Connect with other bright minds of the business and talk strategies with peers facing similar challenges. Grow. Connect. Thrive.

BE INSPIRED
Share and listen to ideas that will advance your business and be the driving force to inspire growth in your professional and personal life long after you leave the meeting.

CELEBRATE SUCCESS
Celebrate MDRT tradition at this extraordinary event with members all around the world and be recognized among the best in the profession.

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.