Calendar

 

Nov
20
Wed
AFA Inspire: The Future You™ – Your Life by Design – Webinar
Nov 20 @ 4:00 pm – 5:00 pm

The AFA Inspire Community invites you to what will be an insightful and inspiring webinar presentation by Michelle Hoskin from Standards International, speaking about the future you!

In a profession where we spend pretty much every waking moment focused on taking care of the needs of others, our families, friends and clients get the lion’s share of our attention. Sadly, this means we often forget to take care of the most important person of all – ourselves!

The Future You™ breaks down the below 10 key areas of our amazing lives and challenges you to think about a future where you have total freedom of choice, no restrictions and no worries – a future in which you are totally free to be who and what you want!

Physically – Mentally/emotionally – Professionally – Relationships – Free time – Environment – Financially – Capabilities – Spiritually – Charity

About Michelle Hoskin

Michelle Hoskin (aka Little Miss WOWW!) is well known for her endless enthusiasm and energy, infectious personality and unique outlook on what she describes as a “magical profession”. With over 20 years’ experience working alongside some of the world’s most successful financial services organisations, Michelle is an internationally recognised author, speaker, coach and leading expert in the design and implementation of international framework-based best practice standards. As founder of Standards International – UK’s premier certification body for financial services standards, Michelle is pioneering a drive towards increased professionalism and operational excellence.

Date: Wednesday 20 November, 2019
Time: 4:00pm to 5:00pm AEDT
Cost: FREE member only event.
Webinar details will be emailed in advance.

Nov
21
Thu
Brisbane Chapter Lunch Event
Nov 21 @ 12:00 pm – 2:00 pm

The FPA Brisbane Chapter Committee invites you to a complimentary lunch and presentation on Thursday 21 November.

Hear from Shane Oliver, Head of Investment and Strategy and Chief Economist, AMP, and our expert panel, James Maydew, Head of Global Listed Real Estate and Global Portfolio Manager, AMP; Claire Talbot, Fund Manager at AMP Capital Core Property Fund; and Rory Shapiro, Assistant Fund Manager, AMP. The panel will provide valuable insight into the important themes our panel are seeing in their respective investment areas, with the focus on what themes should investors be looking for in 2020.

Join us at AMP Capital and network with your fellow FPA members over a light lunch. The event is complimentary for FPA members.

Ballarat Chapter Christmas Catch-up
Nov 21 @ 5:00 pm – 7:00 pm

With Christmas and the end of the year fast approaching, we invite you to join the FPA Ballarat Chapter for a Christmas catch-up celebration.

Join us at Johnny Alloo to end the year on a positive note with fellow FPA members and the Chapter Committee. Drinks and canapes will be served throughout the evening.

The event is complimentary for members and colleagues. Please remember to register any colleagues that you would like to bring along.

We look forward to seeing you there.

Nov
26
Tue
Value Proposition Workshop 2019
Nov 26 all-day

CREATING,COMMUNICATING & DIFFERENTIATING YOUR VALUE PROPOSITION IN THE RISK ADVICE SPACE

EARN 6 CPD POINTS

As remuneration for risk advice moves inexorably towards a fee base and away from a commission base, it becomes increasingly important that advisers appreciate and communicate the real value you represent to your clients in the risk advice space.

Unless you start to do a much better job of building more meaningful and lasting client relationships and creating a quality experience for your clients rather than just completing transactions and ticking compliance boxes, then why wouldn’t your clients use the online or phone alternatives or just remain unprotected?

Ask yourself these 3 questions:-
• What value do you represent to your clients in the risk advice space?
• How well do you communicate your value proposition to your clients?
• What differentiating risk advice strategies are you using with your clients to separate yourself from the pack?

This workshop will create a paradigm shift in the way you view your clients’ personal protection packages and you will be empowered to create the same paradigm shift in the minds of your clients.

Act now and help yourself create and communicate real value in your risk advice process, thereby establishing yourself as a quality risk adviser.

If you believe you may need a fresh appraoch to establishing points of differentiation, then register now by clicking on the link below:

Register now for your city using the links below:
» Register for Sydney
» Register for Brisbane
» Register for Melbourne
» Register for Adelaide
» Register for Perth

ACT Chapter Christmas Networking Event
Nov 26 @ 5:00 pm – 7:00 pm

The FPA ACT Chapter Committee invites you to the Christmas Networking Event on Tuesday 26 November.

Take the opportunity to catch up with colleagues, before the last burst of work for the year. Guests are welcome so please feel free to invite other professionals in the finance industry.

The event is $10 for members, $20 for non-members.

Nov
28
Thu
Value Proposition Workshop 2019
Nov 28 all-day

CREATING,COMMUNICATING & DIFFERENTIATING YOUR VALUE PROPOSITION IN THE RISK ADVICE SPACE

EARN 6 CPD POINTS

As remuneration for risk advice moves inexorably towards a fee base and away from a commission base, it becomes increasingly important that advisers appreciate and communicate the real value you represent to your clients in the risk advice space.

Unless you start to do a much better job of building more meaningful and lasting client relationships and creating a quality experience for your clients rather than just completing transactions and ticking compliance boxes, then why wouldn’t your clients use the online or phone alternatives or just remain unprotected?

Ask yourself these 3 questions:-
• What value do you represent to your clients in the risk advice space?
• How well do you communicate your value proposition to your clients?
• What differentiating risk advice strategies are you using with your clients to separate yourself from the pack?

This workshop will create a paradigm shift in the way you view your clients’ personal protection packages and you will be empowered to create the same paradigm shift in the minds of your clients.

Act now and help yourself create and communicate real value in your risk advice process, thereby establishing yourself as a quality risk adviser.

If you believe you may need a fresh appraoch to establishing points of differentiation, then register now by clicking on the link below:

Register now for your city using the links below:
» Register for Sydney
» Register for Brisbane
» Register for Melbourne
» Register for Adelaide
» Register for Perth

Nov
29
Fri
2019 FPA Professional Congress
Nov 29 all-day

We’re creating another unforgettable and inspiring program to help you reignite your business. The FPA Professionals Congress is the leading event for financial planners, business owners and their support teams.

COMING TOGETHER
The annual FPA Professionals Congress is the leading event for financial planners. Deepen your networks, make new connections and discuss issues that matter most to you.

RETHINK. REIMAGINE.
Sharpen your leadership, business and personal skills in ways that matter most to you. Customise your own learning program from a choice of 24 workshops. Earn up to 15 CPD hours.

REIGNITE YOUR BUSINESS
Benefit from up-to-the-minute learnings and insights for your business and career development.

Visit fpacongress.com.au to find out more

Value Proposition Workshop 2019
Nov 29 all-day

CREATING,COMMUNICATING & DIFFERENTIATING YOUR VALUE PROPOSITION IN THE RISK ADVICE SPACE

EARN 6 CPD POINTS

As remuneration for risk advice moves inexorably towards a fee base and away from a commission base, it becomes increasingly important that advisers appreciate and communicate the real value you represent to your clients in the risk advice space.

Unless you start to do a much better job of building more meaningful and lasting client relationships and creating a quality experience for your clients rather than just completing transactions and ticking compliance boxes, then why wouldn’t your clients use the online or phone alternatives or just remain unprotected?

Ask yourself these 3 questions:-
• What value do you represent to your clients in the risk advice space?
• How well do you communicate your value proposition to your clients?
• What differentiating risk advice strategies are you using with your clients to separate yourself from the pack?

This workshop will create a paradigm shift in the way you view your clients’ personal protection packages and you will be empowered to create the same paradigm shift in the minds of your clients.

Act now and help yourself create and communicate real value in your risk advice process, thereby establishing yourself as a quality risk adviser.

If you believe you may need a fresh appraoch to establishing points of differentiation, then register now by clicking on the link below:

Register now for your city using the links below:
» Register for Sydney
» Register for Brisbane
» Register for Melbourne
» Register for Adelaide
» Register for Perth

WA AFA Foundation Bowls Event
Nov 29 @ 11:00 am – 4:00 pm

AFA Foundation invites you and your team for an afternoon of bowling and networking to help celebrate the end of the year.

Whether it be team bonding for your staff, networking with peers or a chance to show off your bowling skills, come and join in the fun and be part of an event that will get the whole industry celebrating and working together.

Dec
4
Wed
Value Proposition Workshop 2019
Dec 4 all-day

CREATING,COMMUNICATING & DIFFERENTIATING YOUR VALUE PROPOSITION IN THE RISK ADVICE SPACE

EARN 6 CPD POINTS

As remuneration for risk advice moves inexorably towards a fee base and away from a commission base, it becomes increasingly important that advisers appreciate and communicate the real value you represent to your clients in the risk advice space.

Unless you start to do a much better job of building more meaningful and lasting client relationships and creating a quality experience for your clients rather than just completing transactions and ticking compliance boxes, then why wouldn’t your clients use the online or phone alternatives or just remain unprotected?

Ask yourself these 3 questions:-
• What value do you represent to your clients in the risk advice space?
• How well do you communicate your value proposition to your clients?
• What differentiating risk advice strategies are you using with your clients to separate yourself from the pack?

This workshop will create a paradigm shift in the way you view your clients’ personal protection packages and you will be empowered to create the same paradigm shift in the minds of your clients.

Act now and help yourself create and communicate real value in your risk advice process, thereby establishing yourself as a quality risk adviser.

If you believe you may need a fresh appraoch to establishing points of differentiation, then register now by clicking on the link below:

Register now for your city using the links below:
» Register for Sydney
» Register for Brisbane
» Register for Melbourne
» Register for Adelaide
» Register for Perth