Page 2Principal Partner

ifaOnlineAU IFA_AU

ON BEHALF of Momentum Media publisher of ifa I warmly welcome you to the ifa Business Strategy Day 2019

The market continues to undergo a period of considerable stress and uncertainty This is fast becoming the status quo for financial services in Australia However with the royal commission now over and commissioner Haynersquos recommendations revealed industry professionals are in a much better position to build their businesses

This event has been designed to help you answer one question whatrsquos your future in financial advice

The pessimists may believe that they have no future in this industry that Haynersquos recommendations increasing compliance and education requirements have left little for them to look forward to

I encourage you all to take an optimistic view when considering your future in financial advice The possibilities are endless for those eager to improve their practices

to the ifa Business Strategy Day 2019 Welcome

Sincerely

JAMES MITCHELLEditor ifa

This event is dedicated to helping advisers make informed decisions about their businesses Wersquove decided to tackle the key themes impacting the advice community right now including FASEA demographic shifts the role of technology and the availability of alternative investments

You will hear from some of your leading peers as well as the sectorrsquos strongest supporters I urge you to keep your mind open to new ideas to share your thoughts and get involved with the discussion Ask questions Take notes Leave this event with a roadmap for your future in financial advice

Thank you for being here today and to our partners for making it possible I hope you enjoy the ifa Business Strategy Day and it helps you build a more prosperous independent and free-thinking advice business

Page 3Principal Partner

ifaOnlineAU IFA_AU

900am ndash 945am Strategic planning What role do you play in the future of your businessSpeaker Steve Prendeville Managing Director Forte Asset Solutions

945am ndash 1030am Alternative investment strategies mdash including retirement options (panel discussion)Panellists - Ewan Laughlin CEO IPO Wealth- Walter Raspopin Private Client Manager Trilogy Funds Management- Leah Willis Head of Client Relationships Australian Ethical- Jonathan Shead Head of Retirement Solutions Australia State Street Global Advisors

1030am ndash 1100am MORNING BREAK

1100am ndash 1145am Your future in financial adviceSpeaker Geoff Rogers General Manager Wealth Distribution

1145am ndash 1150amCase study How technology can be adopted to make a meaningful difference to the way advice is deliveredSpeaker Damian Murphy General Manager YTML

1150am ndash 1235pmThe new educational standards framework for advisers (panel discussion)Panellists - Phil Anderson General Manager Policy and Professionalism AFA- Will Hamilton Managing Partner Hamilton Wealth- Dr Adrian Raftery Associate Professor Deakin University- Mark Sinclair Founder Mentor Education Group- Sharon Taylor Associate Professor Western Sydney University

1235pm ndash 135pm LUNCH

135pm ndash 155pm The psychology behind financial advice Does one size fit all Speaker Jonathan Shead Head of Retirement Solutions Australia State Street Global Advisors

155pm ndash 240pm

Digital native or digitally naiumlve Whatrsquos the best way to get your message across to your clientsSpeaker Kim Payne Managing Director 9Rok

240pm ndash 310pm AFTERNOON BREAK

310pm ndash 355pm Easy efficiencies to improve productivity and communicationsSpeaker Stewart Bell Founder Audere Coaching amp Consulting

355pm ndash 445pm Navigating responsible leadership through turbulent times Speaker Michael Groom OAM Mountaineer and Inspirational Speaker

450pm ndash 500pm Closing remarks

Times subject to change

AGENDA

Page 4Principal Partner

ifaOnlineAU IFA_AU

For over 130 years MLC has been helping customers create the best possible future As National Australia Bankrsquos wealth management business MLC provides investment superannuation and financial advice to corporate institutional and retail customers

Our wealth management expertise means wersquore the partner of choice for more than 1800 self-employed aligned and salaried advisers supporting them to meet their clientsrsquo needs today and into the future through our range of specialist programs and services

mlccomau

IPO Wealth provides wholesale and sophisticated investors with term-based investment options in the IPO Wealth Fund ranging from three months to five years that provide monthly income distributions The fund is considered by our investors as an attractive alternative to term deposits investment property and stock market investments A subsidiary of Mayfair 101 IPO Wealth is a 100 Australian-owned investment management company

ipowealthcomau

Australian Ethical is Australiarsquos leading ethical wealth manager Since 1986 Australian Ethical has provided investors with wealth management products that align with their values and deliver strong returns Investments are guided by the Australian Ethical Charter which both shapes its ethical approach and underpins the companyrsquos culture and vision

Australian Ethical is publicly listed with $3 billion in funds under management across superannuation and managed funds

australianethicalcomau

PRINCIPAL PARTNER GOLD PARTNERS

Page 3Principal Partner

ifaOnlineAU IFA_AU

900am ndash 945am Strategic planning What role do you play in the future of your businessSpeaker Steve Prendeville Managing Director Forte Asset Solutions

945am ndash 1030am Alternative investment strategies mdash including retirement options (panel discussion)Panellists - Ewan Laughlin CEO IPO Wealth- Walter Raspopin Private Client Manager Trilogy Funds Management- Leah Willis Head of Client Relationships Australian Ethical- Jonathan Shead Head of Retirement Solutions Australia State Street Global Advisors

1030am ndash 1100am MORNING BREAK

1100am ndash 1145am Your future in financial adviceSpeaker Geoff Rogers General Manager Wealth Distribution

1145am ndash 1150amCase study How technology can be adopted to make a meaningful difference to the way advice is deliveredSpeaker Damian Murphy General Manager YTML

1150am ndash 1235pmThe new educational standards framework for advisers (panel discussion)Panellists - Phil Anderson General Manager Policy and Professionalism AFA- Will Hamilton Managing Partner Hamilton Wealth- Dr Adrian Raftery Associate Professor Deakin University- Mark Sinclair Founder Mentor Education Group- Sharon Taylor Associate Professor Western Sydney University

1235pm ndash 135pm LUNCH

135pm ndash 155pm The psychology behind financial advice Does one size fit all Speaker Jonathan Shead Head of Retirement Solutions Australia State Street Global Advisors

155pm ndash 240pm

Digital native or digitally naiumlve Whatrsquos the best way to get your message across to your clientsSpeaker Kim Payne Managing Director 9Rok

240pm ndash 310pm AFTERNOON BREAK

310pm ndash 355pm Easy efficiencies to improve productivity and communicationsSpeaker Stewart Bell Founder Audere Coaching amp Consulting

355pm ndash 445pm Navigating responsible leadership through turbulent times Speaker Michael Groom OAM Mountaineer and Inspirational Speaker

450pm ndash 500pm Closing remarks

Times subject to change

AGENDA

Page 4Principal Partner

ifaOnlineAU IFA_AU

For over 130 years MLC has been helping customers create the best possible future As National Australia Bankrsquos wealth management business MLC provides investment superannuation and financial advice to corporate institutional and retail customers

Our wealth management expertise means wersquore the partner of choice for more than 1800 self-employed aligned and salaried advisers supporting them to meet their clientsrsquo needs today and into the future through our range of specialist programs and services

mlccomau

IPO Wealth provides wholesale and sophisticated investors with term-based investment options in the IPO Wealth Fund ranging from three months to five years that provide monthly income distributions The fund is considered by our investors as an attractive alternative to term deposits investment property and stock market investments A subsidiary of Mayfair 101 IPO Wealth is a 100 Australian-owned investment management company

ipowealthcomau

Australian Ethical is Australiarsquos leading ethical wealth manager Since 1986 Australian Ethical has provided investors with wealth management products that align with their values and deliver strong returns Investments are guided by the Australian Ethical Charter which both shapes its ethical approach and underpins the companyrsquos culture and vision

Australian Ethical is publicly listed with $3 billion in funds under management across superannuation and managed funds

australianethicalcomau

PRINCIPAL PARTNER GOLD PARTNERS

Page 4Principal Partner

ifaOnlineAU IFA_AU

For over 130 years MLC has been helping customers create the best possible future As National Australia Bankrsquos wealth management business MLC provides investment superannuation and financial advice to corporate institutional and retail customers

Our wealth management expertise means wersquore the partner of choice for more than 1800 self-employed aligned and salaried advisers supporting them to meet their clientsrsquo needs today and into the future through our range of specialist programs and services

mlccomau

IPO Wealth provides wholesale and sophisticated investors with term-based investment options in the IPO Wealth Fund ranging from three months to five years that provide monthly income distributions The fund is considered by our investors as an attractive alternative to term deposits investment property and stock market investments A subsidiary of Mayfair 101 IPO Wealth is a 100 Australian-owned investment management company

ipowealthcomau

Australian Ethical is Australiarsquos leading ethical wealth manager Since 1986 Australian Ethical has provided investors with wealth management products that align with their values and deliver strong returns Investments are guided by the Australian Ethical Charter which both shapes its ethical approach and underpins the companyrsquos culture and vision

Australian Ethical is publicly listed with $3 billion in funds under management across superannuation and managed funds

australianethicalcomau

PRINCIPAL PARTNER GOLD PARTNERS

Page 5Principal Partner

ifaOnlineAU IFA_AU

Established in 2010 the YTML Group helps financial services businesses be better It uses technology to create bespoke solutions to business challenges and to break through business blockages and barriers

These include compliance hurdles business change requirements and technical challenges assisting a range of business in turn to extract business efficiencies and to deliver more financial advice to more Australians

ytmlcomau

For four decades State Street Global Advisors has served the worldrsquos governments institutions and financial advisors With a rigorous risk-aware approach built on research analysis and market-tested experience we build from a breadth of active and index strategies to create cost-effective solutions As stewards we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance And as pioneers in index ETF and ESG investing we are always inventing new ways to invest As a result we have become the worldrsquos third largest asset manager with nearly AUD $357 trillion under our care

AUM reflects approximately AUS $4609 billion (as of December 31 2018) with respect to which State Street Global Advisors Funds Distributors LLC (SSGA FD) serves as marketing agent SSGA FD and State Street Global Advisors are affiliated

trilogyfundscomau

Trilogy is one of Australiarsquos leading fund managers of property-based investments Our undeniable passion and experience in property and investments remains at the heart of everything we do

Since commencing operations in 1998 our core investment offerings have been mortgage and property trusts with the goal of providing investors with competitive investment income paid monthly

At Trilogy we believe big results can come from small choices Our team is driven by building your wealth with us one month at a time Whatever your plan whatever your stage in life Trilogy can help you get there

ssgacom

GOLD PARTNERS

Through technology Praemium has taken a highly complex and time-consuming process and simplified it Big time Wersquove taken a revolutionary approach to a totally disrupted market Our platform solution is so good that itrsquos grown in usage in 17 years across the globe to almost 1000 financial institutions and over 500000 investors

praemiumcomau

Page 6Principal Partner

ifaOnlineAU IFA_AU

HUB24 is ASX listed and with over $9 billion funds under management is one of the fastest-growing platforms in the market We are not a bank and not part of a bank ndash so we can focus on connecting you to a broad range of investment solutions for your clients

Discover why the advisers who choose us think wersquore the best in the market and access the benefits of choice and efficiency for you and your clients with our market-leading managed portfolio solutions

hub24comau

Jigsaw Support Services is an AFSL service that provides comprehensive support to self-licensed financial advice businesses

It benefits from institutional backing as part of the AMP Group Financial advice businesses within the Jigsaw network utilise AMPrsquos broad range of services and systems whilst retaining control and flexibility In addition to the core service offering a large range of optional services are available through outsourced providers to ensure practices have access to a diverse suite of solutions

wwwjigsawsupportcomau

Aberdeen Standard Investments is a leading global asset manager dedicated to helping investors around the world reach their desired investment goals and broaden their financial horizons We seek to provide world-class investment expertise across a breadth of markets and asset classes offering a comprehensive range of investment capabilities as well as the highest levels of service

Approximately 1000 dedicated investment professionals are located globally close to our clients and the markets where we invest Additionally 500 client specialists work closely with investors and advisors to understand our clientsrsquo needs and deliver world class investment solutions

As at 30 June 2018 we manage A$996 billion on behalf of governments pension funds insurers companies charities foundations and individuals in 80 countries

aberdeenstandardcom

REVEX is one of Australiarsquos leading revenue management service providers for AFSL and ACL holders Over the past five years wersquove grown to over 130 AFSLs helping over 2000 advisers across the country From integrated direct debit services to hands-free outsourcing arrangements the REVEX suite of services is comprehensive and compelling Many have tried most have failed such is the case with most attempts to service our niche market REVEX offers personalised service and solutions for revenue management that big business can only dream of We want to keep it that way by supporting our core clients boutique and independent financial advisers

revexnetau

EVENT PARTNERS

Page 7Principal Partner

ifaOnlineAU IFA_AU

Wellness Daily is on a mission to help all working Australians find a better way of living Through the latest research expert opinion and unique profiles we aim to help professionals boost performance and find fulfilment in their busy lives

Wellness Daily complements Momentum Mediarsquos existing platforms which engage with an active audience of over 1 million investors and professionals Our aim is to raise awareness of mental health issues in the workplace offer guidance around managing stress and burnout healthy eating and exercise and cultivate a culture of compassion among Australian businesses

wellnessdailycomau

Momentum Intelligence delivers research insights and analysis across key financial professional and business sectors From the REB Top 100 Agents and the Third Party Lending Report to the Lawyers Weekly Attraction Firms ranking and The Adviser Broker Group of Choice Momentum Intelligence quantifies which businesses and individuals lead their field Build a better understanding of your customersrsquo preferences and how you can maximise market opportunities with Momentum Intelligence

momentumintelligencecomau

Momentum Media connects audiences to information Across Australiarsquos professional and financial services sectors Momentum Media plays an integral role delivering insightful market intelligence via multiple platforms including digital events social print broadcast and research

wwwmomentummediacomau

Momentum Connect is a creative content and experience marketing agency We help businesses to become dynamic media enterprises in their own right ndash maximising the effectiveness of their content events experiences blogs social media podcasts videos webinars native advertising media relations email marketing and influencer outreach

momentumconnectcomau

WELLNESS PARTNER CORPORATE PARTNERS BROUGHT TO YOU BY

Page 8Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES

MC WELCOME YOUR FUTURE IN FINANCIAL ADVICE Financial advice is changing Entry requirements and client profiles mdash including their needs methods and tools of engagement mdash are evolving

Australiarsquos best professional development day for independently minded and self-licensed advice practices is back in 2019 to help you prepare for your future in financial advice with the latest in practical informative and business-building content

James Mitchell is a high-calibre financial services journalist with almost a decade of experience covering Australian businesses He began his career as a cadet reporter with the Daily Telegraph in 2010 before joining Sterling Publishing (Momentum Media) in 2011 covering mortgages on award-winning magazine The Adviser

After a brief stint at the Financial Times and Mergermarket in 2012 James returned to Momentum Media in 2013 as a senior reporter on Investor Daily SMSF Adviser and ifa

In 2014 he launched Mortgage Business and served as its editor In 2015 he became the editor of The Adviser and Mortgage Business and a year later was named managing editor of mortgages and real estate at Momentum Media

In 2017 he launched Wellness Daily after experiencing a need for positive life-affirming content to inspire a healthier lifestyle among Australian corporates

In September 2018 James returned to the wealth desk as editor of wealth and wellness overseeing Investor Daily ifa Risk Adviser Fintech Business and Wellness Daily

James is a well-respected leader in Australian financial services journalism and has developed closerelationships with C-suite executives and key decision makers across the banking industry

He is an avid podcaster columnist and regular MC of industry events and roundtable discussions

JAMES MITCHELLEditor ifa

Connect with James on LinkedIn wwwlinkedincominjames-mitchell-a18a8133

MC

Page 9Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 900AM ndash 945AM

STRATEGIC PLANNING WHAT ROLE DO YOU PLAY IN THE FUTURE OF YOUR BUSINESSLearn strategies to make your business thrive and future-proof its profitability Gain insights into actionable steps to achieve your goals and gear your practice for growth in 2019 In this session learn how you can Prepare your business for the future with opportunities to become the smart advice practice that clients turn to for their future needs Turn new regulations into a selling point for your business Identify good practice and clean compliance to add value to your business and fee structure As gaps in capability widen act on opportunities by recognising the most valuable option for your business

Steve has 30 plus yearsrsquo experience in the financial services industry As Managing Director of Forte Asset Solutions and Forte Dealer Solutions Steve has unique insight into the financial planning industry business valuations and industry best practice

Steve has facilitated the most financial services sales in Australia via Forte Asset Solutions and Forte Dealer Solutions assists practices to identify and transition to the most appropriate licensee to suit their individual needs

Steve is the founder of Forte and was

previously the founder of Kenyon Prendeville a partner of Deloitte and the CEO and Director of Deloitte Financial Services Steve was the Victorian State manager of First State Fund managers Steve is a member of International Association of Consultants Valuators and Analysts

STEVE PRENDEVILLEManaging Director Forte Asset Solutions Connect with Steve on LinkedIn

wwwlinkedincominstephenprendevillestephenprendeville

SPEAKER

Page 10Principal Partner

ifaOnlineAU IFA_AU

JONATHAN SHEADHead of Retirement Solutions Australia State Street Global Advisors

LEAH WILLISHead of Client Relationships Australian Ethical

SESSION NOTES 945AM ndash 1030AM

ALTERNATIVE INVESTMENT STRATEGIES mdash INCLUDING RETIREMENT OPTIONS (PANEL DISCUSSION)

Turning theory into practice the partners of the ifa Business Strategy Day will present the new spectrum of alternative strategies available in todayrsquos market Specialists will explore some of the different modes of investment available and will also touch on The emerging income sources and updates on traditional products The options for alternative investment strategies and assets

JAMES MITCHELLEditor ifa

EWAN LAUGHLINCEO IPO Wealth

WALTER RASPOPINPrivate Client Manager Trilogy Funds Management

MODERATOR PANELLISTS

Page 11Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 1100AM ndash 1145AM

YOUR FUTURE IN FINANCIAL ADVICEMLCrsquos presentation will examine the future of financial advice and how the royal commission and FASEA will impact profit drivers for advisers and their practices MLC will consider the demand for advice the business practices and the impact of these on business profitability MLC will also provide insights into what the changes and opportunities mean for advisers and their practices

Geoff was appointed general manager of NAB Wealth Distribution in March 2012 In this role he is responsible for all sales of NAB Wealth

Prior to this role Geoff was responsible for leading NAB Financial Planning for a period of four years He also headed up the wealth management operations at Bank of New Zealand for two and a half years as general manager of insurance and investments He was also CEO of Advance MLC establishing and operating the start-up Life Insurance and Funds Management businesses in Thailand

He has also spent many years dealing with superannuation that includes having

responsibility for MLCrsquos Superannuation and Income Stream Platform offers as well as completing other assignments in Asia and Indonesia

Geoff is a family man and loves spending time with them every chance he gets His interests include a great passion for cycling and a fascination for playing golf

GEOFF ROGERSGeneral Manager Wealth Distribution

Connect with Geoff on LinkedIn wwwlinkedincomingeoff-rogers-40a81556

SPEAKER

Page 12Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 1150AM ndash 1235PM

THE NEW EDUCATIONAL STANDARDS FRAMEWORK FOR ADVISERS (PANEL DISCUSSION)

Hear from academics authorities and educators about what lies ahead for continued education in the industry and the options available for you and your advisers Our experts will give you the latest on Association updates on minimum standards and requirements for ongoing education RPL (recognition of prior learning) and what you need to do to bridge the gaps Provider options for you and your practice The ongoing benefits of education for your business and the industry as a whole

JAMES MITCHELLEditor ifa

PHIL ANDERSONGeneral Manager ndash Policy amp Professionalism Association of Financial Advisers

DR ADRIAN RAFTERYAssociate Professor Deakin University

WILL HAMILTONManaging Partner Hamilton Wealth

MARK SINCLAIRFounder Mentor Education Group

MODERATOR PANELLISTS

SHARON TAYLORAssociate Professor Western Sydney University

Page 13Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 135PM ndash 155PM

THE PSYCHOLOGY BEHIND FINANCIAL ADVICE DOES ONE SIZE FIT ALL Become the trusted adviser for the great intergenerational transfer of wealth In this session we will explore the differing attitudes between Baby Boomers Gen Xers and Millennials and their behaviours towards money financial advice and retirement and where you fit in In this session we will delve deeper into the Differing needs and expectations of consumers and how financial advice can fit in Variation in clientsrsquo financial goals and the opportunities available to meet your clientsrsquo future wants and needs Disconnect in understanding the difference between retirement and inheritance (giving and receiving) and how to manage each Opportunities for financial advice and the pathways and determining factors for the development of an ongoing relationship Strategies to retain older clients while attracting new and younger ones The ongoing benefits of education for your business and the industry as a whole

Jonathan is head of retirement solutions Australia In this role he is responsible for leading the development of retirement thinking and investing at State Street Global Advisors in Australia As well as considering the investment challenges peculiar to retirement portfolios he is actively involved in retirement policy product design market research and communication

Jonathan joined State Street Global Advisors Australia Limited in August 2000 and was a member of the Global Portfolio Strategy team from 2000 to 2018 covering both equities and currency and serving as the head of portfolio strategists for the Asia-Pacific region

Prior to joining SSGA Jonathan worked as a senior asset consultant and as a superannuation actuary at NSP Buck Proprietary Limited

Jonathan was awarded a bachelor of economics degree by Macquarie University and is a fellow of the Institute of Actuaries of Australia

JONATHAN SHEADHead of Retirement Solutions Australia State Street Global Advisors

SPEAKER

Page 14Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 155PM ndash 240PM

DIGITAL NATIVE OR DIGITALLY NAIumlVE WHATrsquoS THE BEST WAY TO GET YOUR MESSAGE ACROSS TO YOUR CLIENTS

Kim has a self-confessed addiction to all things VALUE mdash in particular how it helps people get rewarded for owning operating and growing a financial advice business

As a business consultant speaker and trainer Kim has spent decades helping financial advisers mortgage brokers risk specialists stockbrokers accountants and lawyers have a profound impact on improving the lives of their clients

Having spent almost 20 years in the corporate world been a financial adviser herself and running two of her own businesses she understands the frustrations

that can hold businesses backhellip and she knows how to fix them

Whether shersquos touring around the speaking circuit commenting in the media delivering group workshops or coaching her clients she gets a huge kick out of seeing what a difference it makes to the bottom line when someone is able to clearly explain the value of their advice so clients understand

Educational reform and volatile market conditions have contributed to skepticism and mistrust creating challenges to practice profitability Build on trust and stay ahead of the curve by using the right tools and bespoke messaging for the new generation of wealth management whilst continuing to manage your Baby Boomer cohort In this session you will learn how to Create a powerful market presence to foster understanding and become the trusted adviser Engage secure and educate your clients in the most effective way Use the right channel of technology and messaging to engage each generation and grow your client base Use strategies to stay relevant increase efficiencies (and savings) and build your business

KIM PAYNEManaging Director 9Rok

Connect with Kim on LinkedIn wwwlinkedincominkimpayne9rok

SPEAKER

Page 15Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 310PM-355PM

EASY EFFICIENCIES TO IMPROVE PRODUCTIVITY AND COMMUNICATIONSGreat advice can be enhanced by smart technology and easy efficiencies so that your business can give clients greater value for money As the digital native becomes the new client the use of technology becomes essential to engage and secure their business In this practical session Stewart Bell will demonstrate easy technologies and techniques that you can apply to streamline processes stay relevant and build your business Use strategies to stay relevant increase efficiencies (and savings) and build your business Apps habits tools frameworks and other low-cost ways of eliminating wasted effort from some of your most time-consuming tasks

Identify which areas can be most improved through automation elimination or outsourcing Software administration and office solutions to maximise office efficiency and save costs

Stewart Bell is a business coach and founder of Audere Coaching amp Consulting a specialist coaching firm who working exclusively with advisers through his Leveraged Advice Firm programsIn addition to working with firms all

around Australia and now overseas hersquos also the author of Finnovation The Complete Advisers Guide to Innovating Your Advice Model and works with institutions and Licensees on next generation advisory business models

STEWART BELLFounder Audere Coaching amp Consulting

Connect with Stewart on LinkedIn wwwlinkedincominbellstewart

SPEAKER

Page 16Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 355PM-445PM

NAVIGATING RESPONSIBLE LEADERSHIP THROUGH TURBULENT TIMES Changes to legislation and education requirements aim to offer wealth managers the opportunity to demonstrate their professionalism and reinforce trust with the consumer and the community The royal commission has demonstrated how leadership can influence a companyrsquos culture In this session learn strategies to develop solid leadership to increase resilience empower your practice through knowledge and navigate your practice through challenging times Gain insights into Leading a team on a foundation of trust and earn their trust in return Embracing the challenge as well as recognising and being open to the opportunities as they arise Demonstrating your expertise with credentials and experience to positively lead and influence your company culture

Software administration and office solutions to maximise office efficiency and save costs

Michael Groom grew up in the wild Australian mountains in a family of mountain climbers

In 1996 Michael was one of the few famous big mountain climbers to survive yet another Mt Everest disaster

He is one of Australiarsquos most sought-after keynote speakers He has spoken to soldiers going off to war athletes struggling to come back from serious injury professional people keen to get a little closer to the truth of ldquono pain no gainrdquo and ordinary folk who just love to sit and listen to one of Australiarsquos most amazing human endeavour

stories Michael Groomrsquos autobiography Sheer Will is an incredible read his personal presentation accompanied with impossibly beautiful visuals is to see the earth the way it was meant to be seen in its purest and rawest form

MICHAEL GROOM OAMMountaineer and Inspirational Speaker

SPEAKER

Page 17Principal Partner

ifaOnlineAU IFA_AU

ADDITIONAL NOTES

ifaOnlineAU IFA_AU

Principal Partner

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Page 9Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 900AM ndash 945AM

STRATEGIC PLANNING WHAT ROLE DO YOU PLAY IN THE FUTURE OF YOUR BUSINESSLearn strategies to make your business thrive and future-proof its profitability Gain insights into actionable steps to achieve your goals and gear your practice for growth in 2019 In this session learn how you can Prepare your business for the future with opportunities to become the smart advice practice that clients turn to for their future needs Turn new regulations into a selling point for your business Identify good practice and clean compliance to add value to your business and fee structure As gaps in capability widen act on opportunities by recognising the most valuable option for your business

Steve has 30 plus yearsrsquo experience in the financial services industry As Managing Director of Forte Asset Solutions and Forte Dealer Solutions Steve has unique insight into the financial planning industry business valuations and industry best practice

Steve has facilitated the most financial services sales in Australia via Forte Asset Solutions and Forte Dealer Solutions assists practices to identify and transition to the most appropriate licensee to suit their individual needs

Steve is the founder of Forte and was

previously the founder of Kenyon Prendeville a partner of Deloitte and the CEO and Director of Deloitte Financial Services Steve was the Victorian State manager of First State Fund managers Steve is a member of International Association of Consultants Valuators and Analysts

STEVE PRENDEVILLEManaging Director Forte Asset Solutions Connect with Steve on LinkedIn

wwwlinkedincominstephenprendevillestephenprendeville

SPEAKER

Page 10Principal Partner

ifaOnlineAU IFA_AU

JONATHAN SHEADHead of Retirement Solutions Australia State Street Global Advisors

LEAH WILLISHead of Client Relationships Australian Ethical

SESSION NOTES 945AM ndash 1030AM

ALTERNATIVE INVESTMENT STRATEGIES mdash INCLUDING RETIREMENT OPTIONS (PANEL DISCUSSION)

Turning theory into practice the partners of the ifa Business Strategy Day will present the new spectrum of alternative strategies available in todayrsquos market Specialists will explore some of the different modes of investment available and will also touch on The emerging income sources and updates on traditional products The options for alternative investment strategies and assets

JAMES MITCHELLEditor ifa

EWAN LAUGHLINCEO IPO Wealth

WALTER RASPOPINPrivate Client Manager Trilogy Funds Management

MODERATOR PANELLISTS

Page 11Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 1100AM ndash 1145AM

YOUR FUTURE IN FINANCIAL ADVICEMLCrsquos presentation will examine the future of financial advice and how the royal commission and FASEA will impact profit drivers for advisers and their practices MLC will consider the demand for advice the business practices and the impact of these on business profitability MLC will also provide insights into what the changes and opportunities mean for advisers and their practices

Geoff was appointed general manager of NAB Wealth Distribution in March 2012 In this role he is responsible for all sales of NAB Wealth

Prior to this role Geoff was responsible for leading NAB Financial Planning for a period of four years He also headed up the wealth management operations at Bank of New Zealand for two and a half years as general manager of insurance and investments He was also CEO of Advance MLC establishing and operating the start-up Life Insurance and Funds Management businesses in Thailand

He has also spent many years dealing with superannuation that includes having

responsibility for MLCrsquos Superannuation and Income Stream Platform offers as well as completing other assignments in Asia and Indonesia

Geoff is a family man and loves spending time with them every chance he gets His interests include a great passion for cycling and a fascination for playing golf

GEOFF ROGERSGeneral Manager Wealth Distribution

Connect with Geoff on LinkedIn wwwlinkedincomingeoff-rogers-40a81556

SPEAKER

Page 12Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 1150AM ndash 1235PM

THE NEW EDUCATIONAL STANDARDS FRAMEWORK FOR ADVISERS (PANEL DISCUSSION)

Hear from academics authorities and educators about what lies ahead for continued education in the industry and the options available for you and your advisers Our experts will give you the latest on Association updates on minimum standards and requirements for ongoing education RPL (recognition of prior learning) and what you need to do to bridge the gaps Provider options for you and your practice The ongoing benefits of education for your business and the industry as a whole

JAMES MITCHELLEditor ifa

PHIL ANDERSONGeneral Manager ndash Policy amp Professionalism Association of Financial Advisers

DR ADRIAN RAFTERYAssociate Professor Deakin University

WILL HAMILTONManaging Partner Hamilton Wealth

MARK SINCLAIRFounder Mentor Education Group

MODERATOR PANELLISTS

SHARON TAYLORAssociate Professor Western Sydney University

Page 13Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 135PM ndash 155PM

THE PSYCHOLOGY BEHIND FINANCIAL ADVICE DOES ONE SIZE FIT ALL Become the trusted adviser for the great intergenerational transfer of wealth In this session we will explore the differing attitudes between Baby Boomers Gen Xers and Millennials and their behaviours towards money financial advice and retirement and where you fit in In this session we will delve deeper into the Differing needs and expectations of consumers and how financial advice can fit in Variation in clientsrsquo financial goals and the opportunities available to meet your clientsrsquo future wants and needs Disconnect in understanding the difference between retirement and inheritance (giving and receiving) and how to manage each Opportunities for financial advice and the pathways and determining factors for the development of an ongoing relationship Strategies to retain older clients while attracting new and younger ones The ongoing benefits of education for your business and the industry as a whole

Jonathan is head of retirement solutions Australia In this role he is responsible for leading the development of retirement thinking and investing at State Street Global Advisors in Australia As well as considering the investment challenges peculiar to retirement portfolios he is actively involved in retirement policy product design market research and communication

Jonathan joined State Street Global Advisors Australia Limited in August 2000 and was a member of the Global Portfolio Strategy team from 2000 to 2018 covering both equities and currency and serving as the head of portfolio strategists for the Asia-Pacific region

Prior to joining SSGA Jonathan worked as a senior asset consultant and as a superannuation actuary at NSP Buck Proprietary Limited

Jonathan was awarded a bachelor of economics degree by Macquarie University and is a fellow of the Institute of Actuaries of Australia

JONATHAN SHEADHead of Retirement Solutions Australia State Street Global Advisors

SPEAKER

Page 14Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 155PM ndash 240PM

DIGITAL NATIVE OR DIGITALLY NAIumlVE WHATrsquoS THE BEST WAY TO GET YOUR MESSAGE ACROSS TO YOUR CLIENTS

Kim has a self-confessed addiction to all things VALUE mdash in particular how it helps people get rewarded for owning operating and growing a financial advice business

As a business consultant speaker and trainer Kim has spent decades helping financial advisers mortgage brokers risk specialists stockbrokers accountants and lawyers have a profound impact on improving the lives of their clients

Having spent almost 20 years in the corporate world been a financial adviser herself and running two of her own businesses she understands the frustrations

that can hold businesses backhellip and she knows how to fix them

Whether shersquos touring around the speaking circuit commenting in the media delivering group workshops or coaching her clients she gets a huge kick out of seeing what a difference it makes to the bottom line when someone is able to clearly explain the value of their advice so clients understand

Educational reform and volatile market conditions have contributed to skepticism and mistrust creating challenges to practice profitability Build on trust and stay ahead of the curve by using the right tools and bespoke messaging for the new generation of wealth management whilst continuing to manage your Baby Boomer cohort In this session you will learn how to Create a powerful market presence to foster understanding and become the trusted adviser Engage secure and educate your clients in the most effective way Use the right channel of technology and messaging to engage each generation and grow your client base Use strategies to stay relevant increase efficiencies (and savings) and build your business

KIM PAYNEManaging Director 9Rok

Connect with Kim on LinkedIn wwwlinkedincominkimpayne9rok

SPEAKER

Page 15Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 310PM-355PM

EASY EFFICIENCIES TO IMPROVE PRODUCTIVITY AND COMMUNICATIONSGreat advice can be enhanced by smart technology and easy efficiencies so that your business can give clients greater value for money As the digital native becomes the new client the use of technology becomes essential to engage and secure their business In this practical session Stewart Bell will demonstrate easy technologies and techniques that you can apply to streamline processes stay relevant and build your business Use strategies to stay relevant increase efficiencies (and savings) and build your business Apps habits tools frameworks and other low-cost ways of eliminating wasted effort from some of your most time-consuming tasks

Identify which areas can be most improved through automation elimination or outsourcing Software administration and office solutions to maximise office efficiency and save costs

Stewart Bell is a business coach and founder of Audere Coaching amp Consulting a specialist coaching firm who working exclusively with advisers through his Leveraged Advice Firm programsIn addition to working with firms all

around Australia and now overseas hersquos also the author of Finnovation The Complete Advisers Guide to Innovating Your Advice Model and works with institutions and Licensees on next generation advisory business models

STEWART BELLFounder Audere Coaching amp Consulting

Connect with Stewart on LinkedIn wwwlinkedincominbellstewart

SPEAKER

Page 16Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 355PM-445PM

NAVIGATING RESPONSIBLE LEADERSHIP THROUGH TURBULENT TIMES Changes to legislation and education requirements aim to offer wealth managers the opportunity to demonstrate their professionalism and reinforce trust with the consumer and the community The royal commission has demonstrated how leadership can influence a companyrsquos culture In this session learn strategies to develop solid leadership to increase resilience empower your practice through knowledge and navigate your practice through challenging times Gain insights into Leading a team on a foundation of trust and earn their trust in return Embracing the challenge as well as recognising and being open to the opportunities as they arise Demonstrating your expertise with credentials and experience to positively lead and influence your company culture

Software administration and office solutions to maximise office efficiency and save costs

Michael Groom grew up in the wild Australian mountains in a family of mountain climbers

In 1996 Michael was one of the few famous big mountain climbers to survive yet another Mt Everest disaster

He is one of Australiarsquos most sought-after keynote speakers He has spoken to soldiers going off to war athletes struggling to come back from serious injury professional people keen to get a little closer to the truth of ldquono pain no gainrdquo and ordinary folk who just love to sit and listen to one of Australiarsquos most amazing human endeavour

stories Michael Groomrsquos autobiography Sheer Will is an incredible read his personal presentation accompanied with impossibly beautiful visuals is to see the earth the way it was meant to be seen in its purest and rawest form

MICHAEL GROOM OAMMountaineer and Inspirational Speaker

SPEAKER

Page 17Principal Partner

ifaOnlineAU IFA_AU

ADDITIONAL NOTES

ifaOnlineAU IFA_AU

Principal Partner

1. Button 2
2. Button 3
3. Button 26
4. Button 24
5. Button 25
6. Button 27
7. Button 4
8. Button 12
9. Button 13
10. Button 14
11. Button 30
12. Button 19
13. Button 31
14. Button 32
15. Button 33
16. Text Field 18
17. Text Field 19
18. Text Field 20
19. Text Field 21
20. Text Field 27
21. Text Field 23
22. Text Field 24
23. Text Field 25
24. Text Field 28
25. Text Field 26

Page 10Principal Partner

ifaOnlineAU IFA_AU

JONATHAN SHEADHead of Retirement Solutions Australia State Street Global Advisors

LEAH WILLISHead of Client Relationships Australian Ethical

SESSION NOTES 945AM ndash 1030AM

ALTERNATIVE INVESTMENT STRATEGIES mdash INCLUDING RETIREMENT OPTIONS (PANEL DISCUSSION)

Turning theory into practice the partners of the ifa Business Strategy Day will present the new spectrum of alternative strategies available in todayrsquos market Specialists will explore some of the different modes of investment available and will also touch on The emerging income sources and updates on traditional products The options for alternative investment strategies and assets

JAMES MITCHELLEditor ifa

EWAN LAUGHLINCEO IPO Wealth

WALTER RASPOPINPrivate Client Manager Trilogy Funds Management

MODERATOR PANELLISTS

Page 11Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 1100AM ndash 1145AM

YOUR FUTURE IN FINANCIAL ADVICEMLCrsquos presentation will examine the future of financial advice and how the royal commission and FASEA will impact profit drivers for advisers and their practices MLC will consider the demand for advice the business practices and the impact of these on business profitability MLC will also provide insights into what the changes and opportunities mean for advisers and their practices

Geoff was appointed general manager of NAB Wealth Distribution in March 2012 In this role he is responsible for all sales of NAB Wealth

Prior to this role Geoff was responsible for leading NAB Financial Planning for a period of four years He also headed up the wealth management operations at Bank of New Zealand for two and a half years as general manager of insurance and investments He was also CEO of Advance MLC establishing and operating the start-up Life Insurance and Funds Management businesses in Thailand

He has also spent many years dealing with superannuation that includes having

responsibility for MLCrsquos Superannuation and Income Stream Platform offers as well as completing other assignments in Asia and Indonesia

Geoff is a family man and loves spending time with them every chance he gets His interests include a great passion for cycling and a fascination for playing golf

GEOFF ROGERSGeneral Manager Wealth Distribution

Connect with Geoff on LinkedIn wwwlinkedincomingeoff-rogers-40a81556

SPEAKER

Page 12Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 1150AM ndash 1235PM

THE NEW EDUCATIONAL STANDARDS FRAMEWORK FOR ADVISERS (PANEL DISCUSSION)

Hear from academics authorities and educators about what lies ahead for continued education in the industry and the options available for you and your advisers Our experts will give you the latest on Association updates on minimum standards and requirements for ongoing education RPL (recognition of prior learning) and what you need to do to bridge the gaps Provider options for you and your practice The ongoing benefits of education for your business and the industry as a whole

JAMES MITCHELLEditor ifa

PHIL ANDERSONGeneral Manager ndash Policy amp Professionalism Association of Financial Advisers

DR ADRIAN RAFTERYAssociate Professor Deakin University

WILL HAMILTONManaging Partner Hamilton Wealth

MARK SINCLAIRFounder Mentor Education Group

MODERATOR PANELLISTS

SHARON TAYLORAssociate Professor Western Sydney University

Page 13Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 135PM ndash 155PM

THE PSYCHOLOGY BEHIND FINANCIAL ADVICE DOES ONE SIZE FIT ALL Become the trusted adviser for the great intergenerational transfer of wealth In this session we will explore the differing attitudes between Baby Boomers Gen Xers and Millennials and their behaviours towards money financial advice and retirement and where you fit in In this session we will delve deeper into the Differing needs and expectations of consumers and how financial advice can fit in Variation in clientsrsquo financial goals and the opportunities available to meet your clientsrsquo future wants and needs Disconnect in understanding the difference between retirement and inheritance (giving and receiving) and how to manage each Opportunities for financial advice and the pathways and determining factors for the development of an ongoing relationship Strategies to retain older clients while attracting new and younger ones The ongoing benefits of education for your business and the industry as a whole

Jonathan is head of retirement solutions Australia In this role he is responsible for leading the development of retirement thinking and investing at State Street Global Advisors in Australia As well as considering the investment challenges peculiar to retirement portfolios he is actively involved in retirement policy product design market research and communication

Jonathan joined State Street Global Advisors Australia Limited in August 2000 and was a member of the Global Portfolio Strategy team from 2000 to 2018 covering both equities and currency and serving as the head of portfolio strategists for the Asia-Pacific region

Prior to joining SSGA Jonathan worked as a senior asset consultant and as a superannuation actuary at NSP Buck Proprietary Limited

Jonathan was awarded a bachelor of economics degree by Macquarie University and is a fellow of the Institute of Actuaries of Australia

JONATHAN SHEADHead of Retirement Solutions Australia State Street Global Advisors

SPEAKER

Page 14Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 155PM ndash 240PM

DIGITAL NATIVE OR DIGITALLY NAIumlVE WHATrsquoS THE BEST WAY TO GET YOUR MESSAGE ACROSS TO YOUR CLIENTS

Kim has a self-confessed addiction to all things VALUE mdash in particular how it helps people get rewarded for owning operating and growing a financial advice business

As a business consultant speaker and trainer Kim has spent decades helping financial advisers mortgage brokers risk specialists stockbrokers accountants and lawyers have a profound impact on improving the lives of their clients

Having spent almost 20 years in the corporate world been a financial adviser herself and running two of her own businesses she understands the frustrations

that can hold businesses backhellip and she knows how to fix them

Whether shersquos touring around the speaking circuit commenting in the media delivering group workshops or coaching her clients she gets a huge kick out of seeing what a difference it makes to the bottom line when someone is able to clearly explain the value of their advice so clients understand

Educational reform and volatile market conditions have contributed to skepticism and mistrust creating challenges to practice profitability Build on trust and stay ahead of the curve by using the right tools and bespoke messaging for the new generation of wealth management whilst continuing to manage your Baby Boomer cohort In this session you will learn how to Create a powerful market presence to foster understanding and become the trusted adviser Engage secure and educate your clients in the most effective way Use the right channel of technology and messaging to engage each generation and grow your client base Use strategies to stay relevant increase efficiencies (and savings) and build your business

KIM PAYNEManaging Director 9Rok

Connect with Kim on LinkedIn wwwlinkedincominkimpayne9rok

SPEAKER

Page 15Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 310PM-355PM

EASY EFFICIENCIES TO IMPROVE PRODUCTIVITY AND COMMUNICATIONSGreat advice can be enhanced by smart technology and easy efficiencies so that your business can give clients greater value for money As the digital native becomes the new client the use of technology becomes essential to engage and secure their business In this practical session Stewart Bell will demonstrate easy technologies and techniques that you can apply to streamline processes stay relevant and build your business Use strategies to stay relevant increase efficiencies (and savings) and build your business Apps habits tools frameworks and other low-cost ways of eliminating wasted effort from some of your most time-consuming tasks

Identify which areas can be most improved through automation elimination or outsourcing Software administration and office solutions to maximise office efficiency and save costs

Stewart Bell is a business coach and founder of Audere Coaching amp Consulting a specialist coaching firm who working exclusively with advisers through his Leveraged Advice Firm programsIn addition to working with firms all

around Australia and now overseas hersquos also the author of Finnovation The Complete Advisers Guide to Innovating Your Advice Model and works with institutions and Licensees on next generation advisory business models

STEWART BELLFounder Audere Coaching amp Consulting

Connect with Stewart on LinkedIn wwwlinkedincominbellstewart

SPEAKER

Page 16Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 355PM-445PM

NAVIGATING RESPONSIBLE LEADERSHIP THROUGH TURBULENT TIMES Changes to legislation and education requirements aim to offer wealth managers the opportunity to demonstrate their professionalism and reinforce trust with the consumer and the community The royal commission has demonstrated how leadership can influence a companyrsquos culture In this session learn strategies to develop solid leadership to increase resilience empower your practice through knowledge and navigate your practice through challenging times Gain insights into Leading a team on a foundation of trust and earn their trust in return Embracing the challenge as well as recognising and being open to the opportunities as they arise Demonstrating your expertise with credentials and experience to positively lead and influence your company culture

Software administration and office solutions to maximise office efficiency and save costs

Michael Groom grew up in the wild Australian mountains in a family of mountain climbers

In 1996 Michael was one of the few famous big mountain climbers to survive yet another Mt Everest disaster

He is one of Australiarsquos most sought-after keynote speakers He has spoken to soldiers going off to war athletes struggling to come back from serious injury professional people keen to get a little closer to the truth of ldquono pain no gainrdquo and ordinary folk who just love to sit and listen to one of Australiarsquos most amazing human endeavour

stories Michael Groomrsquos autobiography Sheer Will is an incredible read his personal presentation accompanied with impossibly beautiful visuals is to see the earth the way it was meant to be seen in its purest and rawest form

MICHAEL GROOM OAMMountaineer and Inspirational Speaker

SPEAKER

Page 17Principal Partner

ifaOnlineAU IFA_AU

ADDITIONAL NOTES

ifaOnlineAU IFA_AU

Principal Partner

1. Button 2
2. Button 3
3. Button 26
4. Button 24
5. Button 25
6. Button 27
7. Button 4
8. Button 12
9. Button 13
10. Button 14
11. Button 30
12. Button 19
13. Button 31
14. Button 32
15. Button 33
16. Text Field 18
17. Text Field 19
18. Text Field 20
19. Text Field 21
20. Text Field 27
21. Text Field 23
22. Text Field 24
23. Text Field 25
24. Text Field 28
25. Text Field 26

Page 11Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 1100AM ndash 1145AM

YOUR FUTURE IN FINANCIAL ADVICEMLCrsquos presentation will examine the future of financial advice and how the royal commission and FASEA will impact profit drivers for advisers and their practices MLC will consider the demand for advice the business practices and the impact of these on business profitability MLC will also provide insights into what the changes and opportunities mean for advisers and their practices

Geoff was appointed general manager of NAB Wealth Distribution in March 2012 In this role he is responsible for all sales of NAB Wealth

Prior to this role Geoff was responsible for leading NAB Financial Planning for a period of four years He also headed up the wealth management operations at Bank of New Zealand for two and a half years as general manager of insurance and investments He was also CEO of Advance MLC establishing and operating the start-up Life Insurance and Funds Management businesses in Thailand

He has also spent many years dealing with superannuation that includes having

responsibility for MLCrsquos Superannuation and Income Stream Platform offers as well as completing other assignments in Asia and Indonesia

Geoff is a family man and loves spending time with them every chance he gets His interests include a great passion for cycling and a fascination for playing golf

GEOFF ROGERSGeneral Manager Wealth Distribution

Connect with Geoff on LinkedIn wwwlinkedincomingeoff-rogers-40a81556

SPEAKER

Page 12Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 1150AM ndash 1235PM

THE NEW EDUCATIONAL STANDARDS FRAMEWORK FOR ADVISERS (PANEL DISCUSSION)

Hear from academics authorities and educators about what lies ahead for continued education in the industry and the options available for you and your advisers Our experts will give you the latest on Association updates on minimum standards and requirements for ongoing education RPL (recognition of prior learning) and what you need to do to bridge the gaps Provider options for you and your practice The ongoing benefits of education for your business and the industry as a whole

JAMES MITCHELLEditor ifa

PHIL ANDERSONGeneral Manager ndash Policy amp Professionalism Association of Financial Advisers

DR ADRIAN RAFTERYAssociate Professor Deakin University

WILL HAMILTONManaging Partner Hamilton Wealth

MARK SINCLAIRFounder Mentor Education Group

MODERATOR PANELLISTS

SHARON TAYLORAssociate Professor Western Sydney University

Page 13Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 135PM ndash 155PM

THE PSYCHOLOGY BEHIND FINANCIAL ADVICE DOES ONE SIZE FIT ALL Become the trusted adviser for the great intergenerational transfer of wealth In this session we will explore the differing attitudes between Baby Boomers Gen Xers and Millennials and their behaviours towards money financial advice and retirement and where you fit in In this session we will delve deeper into the Differing needs and expectations of consumers and how financial advice can fit in Variation in clientsrsquo financial goals and the opportunities available to meet your clientsrsquo future wants and needs Disconnect in understanding the difference between retirement and inheritance (giving and receiving) and how to manage each Opportunities for financial advice and the pathways and determining factors for the development of an ongoing relationship Strategies to retain older clients while attracting new and younger ones The ongoing benefits of education for your business and the industry as a whole

Jonathan is head of retirement solutions Australia In this role he is responsible for leading the development of retirement thinking and investing at State Street Global Advisors in Australia As well as considering the investment challenges peculiar to retirement portfolios he is actively involved in retirement policy product design market research and communication

Jonathan joined State Street Global Advisors Australia Limited in August 2000 and was a member of the Global Portfolio Strategy team from 2000 to 2018 covering both equities and currency and serving as the head of portfolio strategists for the Asia-Pacific region

Prior to joining SSGA Jonathan worked as a senior asset consultant and as a superannuation actuary at NSP Buck Proprietary Limited

Jonathan was awarded a bachelor of economics degree by Macquarie University and is a fellow of the Institute of Actuaries of Australia

JONATHAN SHEADHead of Retirement Solutions Australia State Street Global Advisors

SPEAKER

Page 14Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 155PM ndash 240PM

DIGITAL NATIVE OR DIGITALLY NAIumlVE WHATrsquoS THE BEST WAY TO GET YOUR MESSAGE ACROSS TO YOUR CLIENTS

Kim has a self-confessed addiction to all things VALUE mdash in particular how it helps people get rewarded for owning operating and growing a financial advice business

As a business consultant speaker and trainer Kim has spent decades helping financial advisers mortgage brokers risk specialists stockbrokers accountants and lawyers have a profound impact on improving the lives of their clients

Having spent almost 20 years in the corporate world been a financial adviser herself and running two of her own businesses she understands the frustrations

that can hold businesses backhellip and she knows how to fix them

Whether shersquos touring around the speaking circuit commenting in the media delivering group workshops or coaching her clients she gets a huge kick out of seeing what a difference it makes to the bottom line when someone is able to clearly explain the value of their advice so clients understand

Educational reform and volatile market conditions have contributed to skepticism and mistrust creating challenges to practice profitability Build on trust and stay ahead of the curve by using the right tools and bespoke messaging for the new generation of wealth management whilst continuing to manage your Baby Boomer cohort In this session you will learn how to Create a powerful market presence to foster understanding and become the trusted adviser Engage secure and educate your clients in the most effective way Use the right channel of technology and messaging to engage each generation and grow your client base Use strategies to stay relevant increase efficiencies (and savings) and build your business

KIM PAYNEManaging Director 9Rok

Connect with Kim on LinkedIn wwwlinkedincominkimpayne9rok

SPEAKER

Page 15Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 310PM-355PM

EASY EFFICIENCIES TO IMPROVE PRODUCTIVITY AND COMMUNICATIONSGreat advice can be enhanced by smart technology and easy efficiencies so that your business can give clients greater value for money As the digital native becomes the new client the use of technology becomes essential to engage and secure their business In this practical session Stewart Bell will demonstrate easy technologies and techniques that you can apply to streamline processes stay relevant and build your business Use strategies to stay relevant increase efficiencies (and savings) and build your business Apps habits tools frameworks and other low-cost ways of eliminating wasted effort from some of your most time-consuming tasks

Identify which areas can be most improved through automation elimination or outsourcing Software administration and office solutions to maximise office efficiency and save costs

Stewart Bell is a business coach and founder of Audere Coaching amp Consulting a specialist coaching firm who working exclusively with advisers through his Leveraged Advice Firm programsIn addition to working with firms all

around Australia and now overseas hersquos also the author of Finnovation The Complete Advisers Guide to Innovating Your Advice Model and works with institutions and Licensees on next generation advisory business models

STEWART BELLFounder Audere Coaching amp Consulting

Connect with Stewart on LinkedIn wwwlinkedincominbellstewart

SPEAKER

Page 16Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 355PM-445PM

NAVIGATING RESPONSIBLE LEADERSHIP THROUGH TURBULENT TIMES Changes to legislation and education requirements aim to offer wealth managers the opportunity to demonstrate their professionalism and reinforce trust with the consumer and the community The royal commission has demonstrated how leadership can influence a companyrsquos culture In this session learn strategies to develop solid leadership to increase resilience empower your practice through knowledge and navigate your practice through challenging times Gain insights into Leading a team on a foundation of trust and earn their trust in return Embracing the challenge as well as recognising and being open to the opportunities as they arise Demonstrating your expertise with credentials and experience to positively lead and influence your company culture

Software administration and office solutions to maximise office efficiency and save costs

Michael Groom grew up in the wild Australian mountains in a family of mountain climbers

In 1996 Michael was one of the few famous big mountain climbers to survive yet another Mt Everest disaster

He is one of Australiarsquos most sought-after keynote speakers He has spoken to soldiers going off to war athletes struggling to come back from serious injury professional people keen to get a little closer to the truth of ldquono pain no gainrdquo and ordinary folk who just love to sit and listen to one of Australiarsquos most amazing human endeavour

stories Michael Groomrsquos autobiography Sheer Will is an incredible read his personal presentation accompanied with impossibly beautiful visuals is to see the earth the way it was meant to be seen in its purest and rawest form

MICHAEL GROOM OAMMountaineer and Inspirational Speaker

SPEAKER

Page 17Principal Partner

ifaOnlineAU IFA_AU

ADDITIONAL NOTES

ifaOnlineAU IFA_AU

Principal Partner

1. Button 2
2. Button 3
3. Button 26
4. Button 24
5. Button 25
6. Button 27
7. Button 4
8. Button 12
9. Button 13
10. Button 14
11. Button 30
12. Button 19
13. Button 31
14. Button 32
15. Button 33
16. Text Field 18
17. Text Field 19
18. Text Field 20
19. Text Field 21
20. Text Field 27
21. Text Field 23
22. Text Field 24
23. Text Field 25
24. Text Field 28
25. Text Field 26

Page 12Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 1150AM ndash 1235PM

THE NEW EDUCATIONAL STANDARDS FRAMEWORK FOR ADVISERS (PANEL DISCUSSION)

Hear from academics authorities and educators about what lies ahead for continued education in the industry and the options available for you and your advisers Our experts will give you the latest on Association updates on minimum standards and requirements for ongoing education RPL (recognition of prior learning) and what you need to do to bridge the gaps Provider options for you and your practice The ongoing benefits of education for your business and the industry as a whole

JAMES MITCHELLEditor ifa

PHIL ANDERSONGeneral Manager ndash Policy amp Professionalism Association of Financial Advisers

DR ADRIAN RAFTERYAssociate Professor Deakin University

WILL HAMILTONManaging Partner Hamilton Wealth

MARK SINCLAIRFounder Mentor Education Group

MODERATOR PANELLISTS

SHARON TAYLORAssociate Professor Western Sydney University

Page 13Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 135PM ndash 155PM

THE PSYCHOLOGY BEHIND FINANCIAL ADVICE DOES ONE SIZE FIT ALL Become the trusted adviser for the great intergenerational transfer of wealth In this session we will explore the differing attitudes between Baby Boomers Gen Xers and Millennials and their behaviours towards money financial advice and retirement and where you fit in In this session we will delve deeper into the Differing needs and expectations of consumers and how financial advice can fit in Variation in clientsrsquo financial goals and the opportunities available to meet your clientsrsquo future wants and needs Disconnect in understanding the difference between retirement and inheritance (giving and receiving) and how to manage each Opportunities for financial advice and the pathways and determining factors for the development of an ongoing relationship Strategies to retain older clients while attracting new and younger ones The ongoing benefits of education for your business and the industry as a whole

Jonathan is head of retirement solutions Australia In this role he is responsible for leading the development of retirement thinking and investing at State Street Global Advisors in Australia As well as considering the investment challenges peculiar to retirement portfolios he is actively involved in retirement policy product design market research and communication

Jonathan joined State Street Global Advisors Australia Limited in August 2000 and was a member of the Global Portfolio Strategy team from 2000 to 2018 covering both equities and currency and serving as the head of portfolio strategists for the Asia-Pacific region

Prior to joining SSGA Jonathan worked as a senior asset consultant and as a superannuation actuary at NSP Buck Proprietary Limited

Jonathan was awarded a bachelor of economics degree by Macquarie University and is a fellow of the Institute of Actuaries of Australia

JONATHAN SHEADHead of Retirement Solutions Australia State Street Global Advisors

SPEAKER

Page 14Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 155PM ndash 240PM

DIGITAL NATIVE OR DIGITALLY NAIumlVE WHATrsquoS THE BEST WAY TO GET YOUR MESSAGE ACROSS TO YOUR CLIENTS

Kim has a self-confessed addiction to all things VALUE mdash in particular how it helps people get rewarded for owning operating and growing a financial advice business

As a business consultant speaker and trainer Kim has spent decades helping financial advisers mortgage brokers risk specialists stockbrokers accountants and lawyers have a profound impact on improving the lives of their clients

Having spent almost 20 years in the corporate world been a financial adviser herself and running two of her own businesses she understands the frustrations

that can hold businesses backhellip and she knows how to fix them

Whether shersquos touring around the speaking circuit commenting in the media delivering group workshops or coaching her clients she gets a huge kick out of seeing what a difference it makes to the bottom line when someone is able to clearly explain the value of their advice so clients understand

Educational reform and volatile market conditions have contributed to skepticism and mistrust creating challenges to practice profitability Build on trust and stay ahead of the curve by using the right tools and bespoke messaging for the new generation of wealth management whilst continuing to manage your Baby Boomer cohort In this session you will learn how to Create a powerful market presence to foster understanding and become the trusted adviser Engage secure and educate your clients in the most effective way Use the right channel of technology and messaging to engage each generation and grow your client base Use strategies to stay relevant increase efficiencies (and savings) and build your business

KIM PAYNEManaging Director 9Rok

Connect with Kim on LinkedIn wwwlinkedincominkimpayne9rok

SPEAKER

Page 15Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 310PM-355PM

EASY EFFICIENCIES TO IMPROVE PRODUCTIVITY AND COMMUNICATIONSGreat advice can be enhanced by smart technology and easy efficiencies so that your business can give clients greater value for money As the digital native becomes the new client the use of technology becomes essential to engage and secure their business In this practical session Stewart Bell will demonstrate easy technologies and techniques that you can apply to streamline processes stay relevant and build your business Use strategies to stay relevant increase efficiencies (and savings) and build your business Apps habits tools frameworks and other low-cost ways of eliminating wasted effort from some of your most time-consuming tasks

Identify which areas can be most improved through automation elimination or outsourcing Software administration and office solutions to maximise office efficiency and save costs

Stewart Bell is a business coach and founder of Audere Coaching amp Consulting a specialist coaching firm who working exclusively with advisers through his Leveraged Advice Firm programsIn addition to working with firms all

around Australia and now overseas hersquos also the author of Finnovation The Complete Advisers Guide to Innovating Your Advice Model and works with institutions and Licensees on next generation advisory business models

STEWART BELLFounder Audere Coaching amp Consulting

Connect with Stewart on LinkedIn wwwlinkedincominbellstewart

SPEAKER

Page 16Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 355PM-445PM

NAVIGATING RESPONSIBLE LEADERSHIP THROUGH TURBULENT TIMES Changes to legislation and education requirements aim to offer wealth managers the opportunity to demonstrate their professionalism and reinforce trust with the consumer and the community The royal commission has demonstrated how leadership can influence a companyrsquos culture In this session learn strategies to develop solid leadership to increase resilience empower your practice through knowledge and navigate your practice through challenging times Gain insights into Leading a team on a foundation of trust and earn their trust in return Embracing the challenge as well as recognising and being open to the opportunities as they arise Demonstrating your expertise with credentials and experience to positively lead and influence your company culture

Software administration and office solutions to maximise office efficiency and save costs

Michael Groom grew up in the wild Australian mountains in a family of mountain climbers

In 1996 Michael was one of the few famous big mountain climbers to survive yet another Mt Everest disaster

He is one of Australiarsquos most sought-after keynote speakers He has spoken to soldiers going off to war athletes struggling to come back from serious injury professional people keen to get a little closer to the truth of ldquono pain no gainrdquo and ordinary folk who just love to sit and listen to one of Australiarsquos most amazing human endeavour

stories Michael Groomrsquos autobiography Sheer Will is an incredible read his personal presentation accompanied with impossibly beautiful visuals is to see the earth the way it was meant to be seen in its purest and rawest form

MICHAEL GROOM OAMMountaineer and Inspirational Speaker

SPEAKER

Page 17Principal Partner

ifaOnlineAU IFA_AU

ADDITIONAL NOTES

ifaOnlineAU IFA_AU

Principal Partner

1. Button 2
2. Button 3
3. Button 26
4. Button 24
5. Button 25
6. Button 27
7. Button 4
8. Button 12
9. Button 13
10. Button 14
11. Button 30
12. Button 19
13. Button 31
14. Button 32
15. Button 33
16. Text Field 18
17. Text Field 19
18. Text Field 20
19. Text Field 21
20. Text Field 27
21. Text Field 23
22. Text Field 24
23. Text Field 25
24. Text Field 28
25. Text Field 26

Page 13Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 135PM ndash 155PM

THE PSYCHOLOGY BEHIND FINANCIAL ADVICE DOES ONE SIZE FIT ALL Become the trusted adviser for the great intergenerational transfer of wealth In this session we will explore the differing attitudes between Baby Boomers Gen Xers and Millennials and their behaviours towards money financial advice and retirement and where you fit in In this session we will delve deeper into the Differing needs and expectations of consumers and how financial advice can fit in Variation in clientsrsquo financial goals and the opportunities available to meet your clientsrsquo future wants and needs Disconnect in understanding the difference between retirement and inheritance (giving and receiving) and how to manage each Opportunities for financial advice and the pathways and determining factors for the development of an ongoing relationship Strategies to retain older clients while attracting new and younger ones The ongoing benefits of education for your business and the industry as a whole

Jonathan is head of retirement solutions Australia In this role he is responsible for leading the development of retirement thinking and investing at State Street Global Advisors in Australia As well as considering the investment challenges peculiar to retirement portfolios he is actively involved in retirement policy product design market research and communication

Jonathan joined State Street Global Advisors Australia Limited in August 2000 and was a member of the Global Portfolio Strategy team from 2000 to 2018 covering both equities and currency and serving as the head of portfolio strategists for the Asia-Pacific region

Prior to joining SSGA Jonathan worked as a senior asset consultant and as a superannuation actuary at NSP Buck Proprietary Limited

Jonathan was awarded a bachelor of economics degree by Macquarie University and is a fellow of the Institute of Actuaries of Australia

JONATHAN SHEADHead of Retirement Solutions Australia State Street Global Advisors

SPEAKER

Page 14Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 155PM ndash 240PM

DIGITAL NATIVE OR DIGITALLY NAIumlVE WHATrsquoS THE BEST WAY TO GET YOUR MESSAGE ACROSS TO YOUR CLIENTS

Kim has a self-confessed addiction to all things VALUE mdash in particular how it helps people get rewarded for owning operating and growing a financial advice business

As a business consultant speaker and trainer Kim has spent decades helping financial advisers mortgage brokers risk specialists stockbrokers accountants and lawyers have a profound impact on improving the lives of their clients

Having spent almost 20 years in the corporate world been a financial adviser herself and running two of her own businesses she understands the frustrations

that can hold businesses backhellip and she knows how to fix them

Whether shersquos touring around the speaking circuit commenting in the media delivering group workshops or coaching her clients she gets a huge kick out of seeing what a difference it makes to the bottom line when someone is able to clearly explain the value of their advice so clients understand

Educational reform and volatile market conditions have contributed to skepticism and mistrust creating challenges to practice profitability Build on trust and stay ahead of the curve by using the right tools and bespoke messaging for the new generation of wealth management whilst continuing to manage your Baby Boomer cohort In this session you will learn how to Create a powerful market presence to foster understanding and become the trusted adviser Engage secure and educate your clients in the most effective way Use the right channel of technology and messaging to engage each generation and grow your client base Use strategies to stay relevant increase efficiencies (and savings) and build your business

KIM PAYNEManaging Director 9Rok

Connect with Kim on LinkedIn wwwlinkedincominkimpayne9rok

SPEAKER

Page 15Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 310PM-355PM

EASY EFFICIENCIES TO IMPROVE PRODUCTIVITY AND COMMUNICATIONSGreat advice can be enhanced by smart technology and easy efficiencies so that your business can give clients greater value for money As the digital native becomes the new client the use of technology becomes essential to engage and secure their business In this practical session Stewart Bell will demonstrate easy technologies and techniques that you can apply to streamline processes stay relevant and build your business Use strategies to stay relevant increase efficiencies (and savings) and build your business Apps habits tools frameworks and other low-cost ways of eliminating wasted effort from some of your most time-consuming tasks

Identify which areas can be most improved through automation elimination or outsourcing Software administration and office solutions to maximise office efficiency and save costs

Stewart Bell is a business coach and founder of Audere Coaching amp Consulting a specialist coaching firm who working exclusively with advisers through his Leveraged Advice Firm programsIn addition to working with firms all

around Australia and now overseas hersquos also the author of Finnovation The Complete Advisers Guide to Innovating Your Advice Model and works with institutions and Licensees on next generation advisory business models

STEWART BELLFounder Audere Coaching amp Consulting

Connect with Stewart on LinkedIn wwwlinkedincominbellstewart

SPEAKER

Page 16Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 355PM-445PM

NAVIGATING RESPONSIBLE LEADERSHIP THROUGH TURBULENT TIMES Changes to legislation and education requirements aim to offer wealth managers the opportunity to demonstrate their professionalism and reinforce trust with the consumer and the community The royal commission has demonstrated how leadership can influence a companyrsquos culture In this session learn strategies to develop solid leadership to increase resilience empower your practice through knowledge and navigate your practice through challenging times Gain insights into Leading a team on a foundation of trust and earn their trust in return Embracing the challenge as well as recognising and being open to the opportunities as they arise Demonstrating your expertise with credentials and experience to positively lead and influence your company culture

Software administration and office solutions to maximise office efficiency and save costs

Michael Groom grew up in the wild Australian mountains in a family of mountain climbers

In 1996 Michael was one of the few famous big mountain climbers to survive yet another Mt Everest disaster

He is one of Australiarsquos most sought-after keynote speakers He has spoken to soldiers going off to war athletes struggling to come back from serious injury professional people keen to get a little closer to the truth of ldquono pain no gainrdquo and ordinary folk who just love to sit and listen to one of Australiarsquos most amazing human endeavour

stories Michael Groomrsquos autobiography Sheer Will is an incredible read his personal presentation accompanied with impossibly beautiful visuals is to see the earth the way it was meant to be seen in its purest and rawest form

MICHAEL GROOM OAMMountaineer and Inspirational Speaker

SPEAKER

Page 17Principal Partner

ifaOnlineAU IFA_AU

ADDITIONAL NOTES

ifaOnlineAU IFA_AU

Principal Partner

1. Button 2
2. Button 3
3. Button 26
4. Button 24
5. Button 25
6. Button 27
7. Button 4
8. Button 12
9. Button 13
10. Button 14
11. Button 30
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13. Button 31
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Page 14Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 155PM ndash 240PM

DIGITAL NATIVE OR DIGITALLY NAIumlVE WHATrsquoS THE BEST WAY TO GET YOUR MESSAGE ACROSS TO YOUR CLIENTS

Kim has a self-confessed addiction to all things VALUE mdash in particular how it helps people get rewarded for owning operating and growing a financial advice business

As a business consultant speaker and trainer Kim has spent decades helping financial advisers mortgage brokers risk specialists stockbrokers accountants and lawyers have a profound impact on improving the lives of their clients

Having spent almost 20 years in the corporate world been a financial adviser herself and running two of her own businesses she understands the frustrations

that can hold businesses backhellip and she knows how to fix them

Whether shersquos touring around the speaking circuit commenting in the media delivering group workshops or coaching her clients she gets a huge kick out of seeing what a difference it makes to the bottom line when someone is able to clearly explain the value of their advice so clients understand

Educational reform and volatile market conditions have contributed to skepticism and mistrust creating challenges to practice profitability Build on trust and stay ahead of the curve by using the right tools and bespoke messaging for the new generation of wealth management whilst continuing to manage your Baby Boomer cohort In this session you will learn how to Create a powerful market presence to foster understanding and become the trusted adviser Engage secure and educate your clients in the most effective way Use the right channel of technology and messaging to engage each generation and grow your client base Use strategies to stay relevant increase efficiencies (and savings) and build your business

KIM PAYNEManaging Director 9Rok

Connect with Kim on LinkedIn wwwlinkedincominkimpayne9rok

SPEAKER

Page 15Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 310PM-355PM

EASY EFFICIENCIES TO IMPROVE PRODUCTIVITY AND COMMUNICATIONSGreat advice can be enhanced by smart technology and easy efficiencies so that your business can give clients greater value for money As the digital native becomes the new client the use of technology becomes essential to engage and secure their business In this practical session Stewart Bell will demonstrate easy technologies and techniques that you can apply to streamline processes stay relevant and build your business Use strategies to stay relevant increase efficiencies (and savings) and build your business Apps habits tools frameworks and other low-cost ways of eliminating wasted effort from some of your most time-consuming tasks

Identify which areas can be most improved through automation elimination or outsourcing Software administration and office solutions to maximise office efficiency and save costs

Stewart Bell is a business coach and founder of Audere Coaching amp Consulting a specialist coaching firm who working exclusively with advisers through his Leveraged Advice Firm programsIn addition to working with firms all

around Australia and now overseas hersquos also the author of Finnovation The Complete Advisers Guide to Innovating Your Advice Model and works with institutions and Licensees on next generation advisory business models

STEWART BELLFounder Audere Coaching amp Consulting

Connect with Stewart on LinkedIn wwwlinkedincominbellstewart

SPEAKER

Page 16Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 355PM-445PM

NAVIGATING RESPONSIBLE LEADERSHIP THROUGH TURBULENT TIMES Changes to legislation and education requirements aim to offer wealth managers the opportunity to demonstrate their professionalism and reinforce trust with the consumer and the community The royal commission has demonstrated how leadership can influence a companyrsquos culture In this session learn strategies to develop solid leadership to increase resilience empower your practice through knowledge and navigate your practice through challenging times Gain insights into Leading a team on a foundation of trust and earn their trust in return Embracing the challenge as well as recognising and being open to the opportunities as they arise Demonstrating your expertise with credentials and experience to positively lead and influence your company culture

Software administration and office solutions to maximise office efficiency and save costs

Michael Groom grew up in the wild Australian mountains in a family of mountain climbers

In 1996 Michael was one of the few famous big mountain climbers to survive yet another Mt Everest disaster

He is one of Australiarsquos most sought-after keynote speakers He has spoken to soldiers going off to war athletes struggling to come back from serious injury professional people keen to get a little closer to the truth of ldquono pain no gainrdquo and ordinary folk who just love to sit and listen to one of Australiarsquos most amazing human endeavour

stories Michael Groomrsquos autobiography Sheer Will is an incredible read his personal presentation accompanied with impossibly beautiful visuals is to see the earth the way it was meant to be seen in its purest and rawest form

MICHAEL GROOM OAMMountaineer and Inspirational Speaker

SPEAKER

Page 17Principal Partner

ifaOnlineAU IFA_AU

ADDITIONAL NOTES

ifaOnlineAU IFA_AU

Principal Partner

1. Button 2
2. Button 3
3. Button 26
4. Button 24
5. Button 25
6. Button 27
7. Button 4
8. Button 12
9. Button 13
10. Button 14
11. Button 30
12. Button 19
13. Button 31
14. Button 32
15. Button 33
16. Text Field 18
17. Text Field 19
18. Text Field 20
19. Text Field 21
20. Text Field 27
21. Text Field 23
22. Text Field 24
23. Text Field 25
24. Text Field 28
25. Text Field 26

Page 15Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 310PM-355PM

EASY EFFICIENCIES TO IMPROVE PRODUCTIVITY AND COMMUNICATIONSGreat advice can be enhanced by smart technology and easy efficiencies so that your business can give clients greater value for money As the digital native becomes the new client the use of technology becomes essential to engage and secure their business In this practical session Stewart Bell will demonstrate easy technologies and techniques that you can apply to streamline processes stay relevant and build your business Use strategies to stay relevant increase efficiencies (and savings) and build your business Apps habits tools frameworks and other low-cost ways of eliminating wasted effort from some of your most time-consuming tasks

Identify which areas can be most improved through automation elimination or outsourcing Software administration and office solutions to maximise office efficiency and save costs

Stewart Bell is a business coach and founder of Audere Coaching amp Consulting a specialist coaching firm who working exclusively with advisers through his Leveraged Advice Firm programsIn addition to working with firms all

around Australia and now overseas hersquos also the author of Finnovation The Complete Advisers Guide to Innovating Your Advice Model and works with institutions and Licensees on next generation advisory business models

STEWART BELLFounder Audere Coaching amp Consulting

Connect with Stewart on LinkedIn wwwlinkedincominbellstewart

SPEAKER

Page 16Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 355PM-445PM

NAVIGATING RESPONSIBLE LEADERSHIP THROUGH TURBULENT TIMES Changes to legislation and education requirements aim to offer wealth managers the opportunity to demonstrate their professionalism and reinforce trust with the consumer and the community The royal commission has demonstrated how leadership can influence a companyrsquos culture In this session learn strategies to develop solid leadership to increase resilience empower your practice through knowledge and navigate your practice through challenging times Gain insights into Leading a team on a foundation of trust and earn their trust in return Embracing the challenge as well as recognising and being open to the opportunities as they arise Demonstrating your expertise with credentials and experience to positively lead and influence your company culture

Software administration and office solutions to maximise office efficiency and save costs

Michael Groom grew up in the wild Australian mountains in a family of mountain climbers

In 1996 Michael was one of the few famous big mountain climbers to survive yet another Mt Everest disaster

He is one of Australiarsquos most sought-after keynote speakers He has spoken to soldiers going off to war athletes struggling to come back from serious injury professional people keen to get a little closer to the truth of ldquono pain no gainrdquo and ordinary folk who just love to sit and listen to one of Australiarsquos most amazing human endeavour

stories Michael Groomrsquos autobiography Sheer Will is an incredible read his personal presentation accompanied with impossibly beautiful visuals is to see the earth the way it was meant to be seen in its purest and rawest form

MICHAEL GROOM OAMMountaineer and Inspirational Speaker

SPEAKER

Page 17Principal Partner

ifaOnlineAU IFA_AU

ADDITIONAL NOTES

ifaOnlineAU IFA_AU

Principal Partner

1. Button 2
2. Button 3
3. Button 26
4. Button 24
5. Button 25
6. Button 27
7. Button 4
8. Button 12
9. Button 13
10. Button 14
11. Button 30
12. Button 19
13. Button 31
14. Button 32
15. Button 33
16. Text Field 18
17. Text Field 19
18. Text Field 20
19. Text Field 21
20. Text Field 27
21. Text Field 23
22. Text Field 24
23. Text Field 25
24. Text Field 28
25. Text Field 26

Page 16Principal Partner

ifaOnlineAU IFA_AU

SESSION NOTES 355PM-445PM

NAVIGATING RESPONSIBLE LEADERSHIP THROUGH TURBULENT TIMES Changes to legislation and education requirements aim to offer wealth managers the opportunity to demonstrate their professionalism and reinforce trust with the consumer and the community The royal commission has demonstrated how leadership can influence a companyrsquos culture In this session learn strategies to develop solid leadership to increase resilience empower your practice through knowledge and navigate your practice through challenging times Gain insights into Leading a team on a foundation of trust and earn their trust in return Embracing the challenge as well as recognising and being open to the opportunities as they arise Demonstrating your expertise with credentials and experience to positively lead and influence your company culture

Software administration and office solutions to maximise office efficiency and save costs

Michael Groom grew up in the wild Australian mountains in a family of mountain climbers

In 1996 Michael was one of the few famous big mountain climbers to survive yet another Mt Everest disaster

He is one of Australiarsquos most sought-after keynote speakers He has spoken to soldiers going off to war athletes struggling to come back from serious injury professional people keen to get a little closer to the truth of ldquono pain no gainrdquo and ordinary folk who just love to sit and listen to one of Australiarsquos most amazing human endeavour

stories Michael Groomrsquos autobiography Sheer Will is an incredible read his personal presentation accompanied with impossibly beautiful visuals is to see the earth the way it was meant to be seen in its purest and rawest form

MICHAEL GROOM OAMMountaineer and Inspirational Speaker

SPEAKER

Page 17Principal Partner

ifaOnlineAU IFA_AU

ADDITIONAL NOTES

ifaOnlineAU IFA_AU

Principal Partner

1. Button 2
2. Button 3
3. Button 26
4. Button 24
5. Button 25
6. Button 27
7. Button 4
8. Button 12
9. Button 13
10. Button 14
11. Button 30
12. Button 19
13. Button 31
14. Button 32
15. Button 33
16. Text Field 18
17. Text Field 19
18. Text Field 20
19. Text Field 21
20. Text Field 27
21. Text Field 23
22. Text Field 24
23. Text Field 25
24. Text Field 28
25. Text Field 26

Page 17Principal Partner

ifaOnlineAU IFA_AU

ADDITIONAL NOTES

ifaOnlineAU IFA_AU

Principal Partner

1. Button 2
2. Button 3
3. Button 26
4. Button 24
5. Button 25
6. Button 27
7. Button 4
8. Button 12
9. Button 13
10. Button 14
11. Button 30
12. Button 19
13. Button 31
14. Button 32
15. Button 33
16. Text Field 18
17. Text Field 19
18. Text Field 20
19. Text Field 21
20. Text Field 27
21. Text Field 23
22. Text Field 24
23. Text Field 25
24. Text Field 28
25. Text Field 26

ifaOnlineAU IFA_AU

Principal Partner

1. Button 2
2. Button 3
3. Button 26
4. Button 24
5. Button 25
6. Button 27
7. Button 4
8. Button 12
9. Button 13
10. Button 14
11. Button 30
12. Button 19
13. Button 31
14. Button 32
15. Button 33
16. Text Field 18
17. Text Field 19
18. Text Field 20
19. Text Field 21
20. Text Field 27
21. Text Field 23
22. Text Field 24
23. Text Field 25
24. Text Field 28
25. Text Field 26