Channel Innovation | Customer Trends
Profit Model Innovation
Process Innovation | Mindset
Product Performance Innovation
June 1 &
Agenda Quick Summary
1 June & 10 August 2021
MD, Platforms, Investments & Operations, BT
Head of BT Platforms, Distribution and Services, BT
Join Rocky Scopelliti, a world-renowned futurologist, as we explore the collision of eight megatrends that collectively will define Australia politically, economically, environmentally, regionally, socially, trustworthily, knowledgeably, scientifically and technologically over the coming decade.
Gain insights into market trends and develop an agile business strategy by harnessing a futuristic mindset ready for accelerated change. Learn how you can be better connected with the customer of the future by creating relevant, rich and unique advice experiences.
Futurologist | Author | Professor | Board Director | Chief Scientist
Join BT’s Chris Mather, as he provides key insights to the challenges and opportunities in building a technology-led practice.
Following Chris’ overview, he will be joined by a panel of your peers as they uncover accessible and relevant strategies to adopt and leverage technology to deliver a seamless experience for clients.
Gain key insights from early adopters of technology as we discuss the latest innovation and technology trends used across advice practices.
Head of Distribution, BT Platforms & Investments
Annual client agreements will force financial planners to change their business practice forever.
Advisers who can demonstrate their value proposition, particularly in client review meetings will survive the next market correction. Those who cannot, will see an increase of clients choosing to opt out.
Discover how you can change your client’s understanding of financial planning and demonstrate your value efficiently, taking into account all the new compliance requirements.
In this session gain insights into:
Managing Director, Astute Wheel
The fractional investment model opens the door to diversified investment in a broad range of directly held assets, putting choice and control into the hands of advisers and their clients whilst maintaining the highest level of compliance and due diligence. It enables retail investors to participate alongside sophisticated investors for better returns and deliver investments with ESG outcomes.
Gain insights to engage a wider client cohort in wealth and age, to seed future client base and add value to your practice. Find out how you can offer investment solutions for a wider range of people whilst controlling the choice, the process and the liquidity.
Chief Executive Officer, DomaCom
Stewart Bell will explore the maddeningly simple reasons for this anomaly. The simple, outdated thinking that has stopped so many from engaging with advice. Gain insights into emerging innovation and thinking in advice service models and propositions that will allow you to successfully target, reach and engage that elusive 85 per cent.
In this session, learn how to create truly differentiated and profitable service offering models that meet these unmet needs. Discover how emerging membership models are influencing adviser thinking, with key examples of where it does and doesn’t work for advice propositions. Understand how the role of financial coaching and client portals can play in this evolution.
If you’re looking for practical ways to evolve your service offering over the coming months or years, this session will give you plenty to consider!
Business Coach, Author, and Founder, Audere Coaching & Consulting
AdviceTech is constantly changing; to stay ahead of the competition, advisers need to implement modern technology solutions that help them stay compliant, create efficiency and deliver value to their customers.
In this session, we’ll look at new ways that advice practices can use technology to grow their practice, including:
Chief Commercial Officer, Midwinter
Advisers are aspiring to extend reporting capabilities across a wider range of assets, specifically under custody and/or individual HIN. The challenge is whether platforms have the technology to manage all client types and assets in one solution, at a cost that is consumable. Praemium will discuss the latest innovations and the scalability and efficiency benefits that can be achieved.
Head of Distribution, Praemium
Business growth and innovation doesn’t happen with a big, breakout idea but can unfold by making small, consistent changes. In this session, adopt an achievable process for everyday innovation based on research from hundreds of top entrepreneurs, business leaders and owners. Discover the blueprint for using small, consistent improvements to create big and lasting results for your business.
Author, The Game of Inches: Why Small Change Wins Big Results
In this session, Phil Pilgrim - General Manager of Partnerships and Distribution at Implemented Portfolios will explore the evolution of investment management, why he thinks individually managed accounts are the future and how advisers can utilize them to take their managed accounts to the next level and gain back even more time with their clients.
General Manager, Partnerships and Distribution, Implemented Portfolios
With rising investor expectations, usage of smartphones and internet availability, Balmain Private recognised the need for a mobile application for their Investors and Advisors, so they could make, track and stay updated with their investments.
In this session Michael Holm will share insights on how app modernisation allows you to gain control with the ability to invest on the go and manage your funds 24/7.
Executive Chairman, Balmain Private
Harness the power of data and start-up thinking to drive practice innovation, provide unparalleled client insights and detect early signs of attrition. Advice is personal – identify true reason and context to client behaviour to guide conversations with your clients.
In this session leverage data and AI to gain a deeper understanding of client behaviour and develop a competitive edge. Learn how you can implement agile-based methodologies to improve service delivery and boost client experience.
CEO & Founder, WhyHive
At this must-attend session learn how next-generation technology is supercharging platform innovation, creating more revenue for advice practices and lowering the cost of advice.
Acting Chief Executive Officer, WealthO2
With technology being part of everyday life, the modern client has shifted their expectations around efficiency. When it comes to financial advice, they desire easier and more efficient interactions.
Gain insights into a new approach to data and client analytics that will empower your practice to deliver a seamless and intuitive user experience. Discover steps to utilise data to make informed, comprehensive and accurate decisions at the push of a button.
Head of Sales, Integrated Portfolio Solutions
Sharesight’s Chris Stojcevski will uncover how technology and the latest industry trends are modernising financial planning.
Chris will discuss how advisers can:
Business Development Manager, Sharesight
Richard Hopkin, associate at Cowell Clarke Commercial Lawyers, will talk about how technology is key to compliance, and how online tools can alleviate the pressures of practice management in a heavily regulated environment.
In this session, you will learn:
• The benefits (and pitfalls) of using technology-driven compliance solutions.
• Tech in practice: How advisers can implement and incorporate compliance tech into their practices, to reduce friction and drive positive outcomes.
• What ASIC thinks about technology-driven solutions, and what’s on the regulator’s mind at the moment.
Associate, Cowell Clarke
Join Seven Network Australia journalist Jessica Ridley as she shares tips to finesse your presentation to camera skills that will help to deliver your brand story through broadcast video.
Learn methods to communicate your narrative that builds trust and connection to leave a lasting impression. Adopt tangible tools for creating engaging video content to raise you confidence, keep your audience engaged and handle Q&As like a pro.
TV Reporter and Presenter - as seen on Channel 7