QUICK SUMMARY

June 1 &
August 10

Agenda Quick Summary

8:00am - 9:00am
Registration and Exhibition Open
9:00am - 9:10am
Welcome from Master of Ceremonies
9:10am - 9:15am
Hear from our Principal Partner BT
9:15am - 9:40am
Keynote: Australia 2030: Channel the customer of the future
Channel Innovation | Customer Trends
9:40am - 10:25am
Principal Partner Panel: Peer-to-peer advice – adopting a technology-led practice
Process Innovation
10:25am - 10:45am
Transitioning your business: Client-focused goals-based advice
Service Innovation
10:45am - 11:15am
Networking break and refreshments
11:15pm - 11:35pm
How fractional investing can improve client outcomes
11:35am - 12:00pm
Why do only 15% of Australians get advice?
Profit Model Innovation
12:00pm - 12:10pm
Leveraging advice technology to grow your practice
12:10pm - 12:20pm
Harnessing technology to service a wider segment of clients more efficiently
12:20pm - 12:45pm
Game of Inches: Blueprint for small, consistent wins
Process Innovation | Mindset
12:45pm - 12:55pm
Why IMAs are the future
12:55pm - 1:40pm
Networking break and lunch
1:40 - 1:50pm
Transforming the investment experience through app modernisation.
1:50pm - 2:15pm
Futureproof your client base with the power of data innovation
Product Performance Innovation
2:15pm - 2:25pm
Are you choosing a platform that makes you more profitable and lowers the cost of advice?
2:25pm - 2:35pm
Can you truly have a golden source of client information?
2:35pm - 3:05pm
Networking break and refreshments
3:05pm - 3:15pm
How SaaS can improve your insights and reduce costs for your clients
3:15pm - 3:25pm
Regulation and Innovation
3:25pm - 3:50pm
Building trust and authenticity through a camera lens
Customer Engagement
3:50pm - 4:00pm
MC close
4:00pm
Summit concludes

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FULL AGENDA

FULL AGENDA

Tuesday

1 June & 10 August 2021

Registration and Exhibition Open

8:00am - 9:00am

Welcome from Master of Ceremonies

9:00am - 9:10am
Jessica Ridley

Jessica Ridley

Senior Journalist

Hear from our Principal Partner BT

9:10am - 9:15am
Kathy Vincent

Kathy Vincent

MD, Platforms, Investments & Operations, BT

Phil Butterworth

Phil Butterworth

Head of BT Platforms, Distribution and Services, BT

Keynote: Australia 2030: Channel the customer of the future

Channel Innovation | Customer Trends
9:15am - 9:40am

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.

Rocky Scopelliti

Rocky Scopelliti

Futurologist | Author | Professor | Board Director | Chief Scientist

Principal Partner Panel: Peer-to-peer advice – adopting a technology-led practice

Process Innovation
9:40am - 10:25am

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.

Chris Mather

Chris Mather

Head of Distribution, BT Platforms & Investments

Platinum Partner Showcase

10:25am - 10:45am

Transitioning your business: Client-focused goals-based advice

Service Innovation

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:

  • How to provide compliant advice in less time.
  • Case studies: What client-focused (goals-based) advice looks like.
  • Strategies to save time whilst delivering a high level of advice.
Hans Egger

Hans Egger

Managing Director, Astute Wheel

Networking break and refreshments

10:45am - 11:15am

Platinum Partner Showcase

11:15pm - 11:35pm

How fractional investing can improve client outcomes

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.

Arthur Naoumidis

Arthur Naoumidis

Chief Executive Officer, DomaCom

Why do only 15% of Australians get advice?

Profit Model Innovation
11:35am - 12:00pm

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!

Stewart Bell

Stewart Bell

Business Coach, Author, and Founder, Audere Coaching & Consulting

Gold Partner Spotlight

12:00pm - 12:10pm

Leveraging advice technology to grow your practice

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:

  • The latest developments in financial planning software.
  • Keeping up with customer expectations.
  • Improving your customer’s experience throughout the advice life cycle.
  • Digital solutions to grow your practice.
Steve Davison

Steve Davison

Chief Commercial Officer, Midwinter

Gold Partner Spotlight

12:10pm - 12:20pm

Harnessing technology to service a wider segment of clients more efficiently

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.

Martin Morris

Martin Morris

Head of Distribution, Praemium

Game of Inches: Blueprint for small, consistent wins

Process Innovation | Mindset
12:20pm - 12:45pm

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.

  • Demonstrate the value of “the game of inches” in business growth and success
  • Work through four key actions and three key behaviours of successful organisations
  • 100s: Gain an achievable process for everyday innovation and business growth
Nigel Collin

Nigel Collin

Author, The Game of Inches: Why Small Change Wins Big Results

Gold Partner Spotlight

12:45pm - 12:55pm

Why IMAs are the future

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.

Phil Pilgrim

Phil Pilgrim

General Manager, Partnerships and Distribution, Implemented Portfolios

Networking break and lunch

12:55pm - 1:40pm

Gold Partner Spotlight

1:40 - 1:50pm

Transforming the investment experience through app modernisation.

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.

Michael Holm

Michael Holm

Executive Chairman, Balmain Private

Futureproof your client base with the power of data innovation

Product Performance Innovation
1:50pm - 2:15pm

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.

Tess Guthrie

Tess Guthrie

CEO & Founder, WhyHive

Gold Partner Spotlight

2:15pm - 2:25pm

Are you choosing a platform that makes you more profitable and lowers the cost of advice?

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.

Andrew Whelan

Andrew Whelan

Chief Distribution Office, WealthO2

Gold Partner Spotlight

2:25pm - 2:35pm

Can you truly have a golden source of client information?

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.

Nigel Singh

Nigel Singh

Head of Sales, Integrated Portfolio Solutions

Networking break and refreshments

2:35pm - 3:05pm

Gold Partner Spotlight

3:05pm - 3:15pm

How SaaS can improve your insights and reduce costs for your clients

Sharesight’s Chris Stojcevski will uncover how technology and the latest industry trends are modernising financial planning.

Chris will discuss how advisers can:

  1. Utilise technology to eliminate the “administrator” and associated asset-based/administration fees to achieve better customer outcomes.
  2. Adopt cloud-based technology to save time, centralise their data and improve their reporting capabilities.
  3. Move away from product restrictive APLs (Approved Product Lists), allowing their clients to invest in direct investments, emerging markets and new asset classes, all without the need of a custodian.
Chris Stojcevski

Chris Stojcevski

Business Development Manager, Sharesight

Gold Partner Spotlight

3:15pm - 3:25pm

Regulation and Innovation

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.

Richard Hopkin

Richard Hopkin

Associate, Cowell Clarke

Building trust and authenticity through a camera lens

Customer Engagement
3:25pm - 3:50pm

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.

Jessica Ridley

Jessica Ridley

TV Reporter and Presenter - as seen on Channel 7

MC close

3:50pm - 4:00pm
Jessica Ridley

Jessica Ridley

Senior Journalist

Summit concludes

4:00pm