AGENDA

8:00am

Registration opens

8:45am

Open remarks and welcome

8:50am

Introduction from principal partner

8:55am

MC welcome

9:00am

Adviser 2030 – The robots are here!

With the world’s first artificially intelligent financial advice firm hitting Australian shores, the conversation has firmly shifted.
Advisers now more than ever need to embrace innovation and adapt to change. This session will explore:

  • How to position yourself and your business for the future
  • Understanding your unique value proposition and gaining the competitive advantage
  • Will artificial intelligence help or hinder your business?
  • Breaking down barriers and unshackling your business to implement change
  • How technological changes will impact your customers and what exceptional customer service will look like; and
  • What back office changes you need to consider to stay lean and efficient and enhance capability
Dr Paul Dalby

Director, Vorai Systems

9:45am

Today's cultural trends your business cannot ignore

In this stimulating presentation, Netwealth has worked with cultural and innovation strategists The Lab to construct a thought-provoking picture of the future where people trust strangers, men and women are treated equally and businesses have a higher purpose beyond the providing of products and services. In a world where digital technology is pervasive, how are Australians responding?

Matt Heine

Joint Managing Director, Netwealth Group

10:30am

Innovation showcase

Want to know about the latest tech, cutting-edge software and businesses that can support you on your journey to success? Our innovation showcases will bring the latest and greatest products the market has to offer.

10:40am

Real-life innovation

Join us as we get up close and personal with the trailblazers who are redefining success. Learn from truly innovative businesses who are adopting change and pushing the boundaries in advice.

MEL & SYD: Scott Farmer

Founder, Savvy

BRI: James Ridley

Director & Financial Planner

10:50am

Morning break

11:25am

Marketing gold

This rapid-fire session will show you how to capitalise on the podcast phenomenon. With over 660,000 shows and more than 28 million episodes worldwide, if you’re not connecting with your customers on this channel then someone else is!

PLUS: Watch as our experts host this session as a live podcast on stage, discussing everything you need to know.

Todd Stevens

Podcast Producer, Momentum Media

11:50am

Innovation showcase

Want to know about the latest tech, cutting-edge software and businesses that can support you on your journey to success? Our innovation showcases will bring the latest and greatest products the market has to offer.

12:00pm

Ready player one

Change often comes from within. Prepare your troops to act, think and engage with innovation in order to keep your business ahead of the curve. This session will delve deeper into:

  • Inspiring your people to think, act and engage differently
  • How to ensure your team members are up to speed with local and global trends; and
  • Allowing time and creativity to take shape within your busy business
Martin Collings

Mobile Payments Innovation, ex Mastercard Labs

12:45pm

Real-life innovation

Join us as we get up close and personal with the trailblazers who are redefining success. Learn from truly innovative businesses who are adopting change and pushing the boundaries in advice.

BRI: Scott Farmer

Founder, Savvy

MEL: Anthony Caneva

CEO, Pefin

1:00pm

Lunch

1:50pm

Deep dive into data

Did you know that almost every business, including yours, sits on a goldmine of data? This session will show you how to:

  • Maximise the data you already have to provide unrivalled insights,
  • Leverage behavioural data to deliver a tailored customer experience
  • Empower your existing team members and enhance their core value
Julian Plummer

Executive Director, Midwinter Financial Solutions

2:40pm

Innovation showcase

Want to know about the latest tech, cutting-edge software and businesses that can support you on your journey to success? Our innovation showcases will bring the latest and greatest products the market has to offer.

2:50pm

Real-life innovation

Join us as we get up close and personal with the trailblazers who are redefining success. Learn from truly innovative businesses who are adopting change and pushing the boundaries in advice.

MEL: Phil Thompson

Director & Financial Adviser, Thompson Financial Services

SYD: David Harris

CEO, Advice Evolution

3:00pm

Afternoon break

3:30pm

Marketing gold

This rapid-fire session will show you why “unboxing” is the crazy yet effective video trend of today
and how you can create an unboxing experience for your brand.

MEL: Kim Payne

Managing Director, 9rok

SYD & BRI: Michelle Tucker

Head of Digital & Marketing, Momentum Media

3:55pm

Innovation showcase

Want to know about the latest tech, cutting-edge software and businesses that can support you on your journey to success? Our innovation showcases will bring the latest and greatest products the market has to offer.

4:05pm

Keynote - Digilogue: How to win the digital minds and analogue hearts of tomorrow's customers

Digilogue is the place where digital and analogue converge. In the space, it is understood that digital satisfies a customer’s mind while analogue soothes the heart. Every business must know where its middle ground lies, where the old-school artisan meets the efficiency and power of the future. This keynote presentation will show you how to harness the digilogue and reveal:

  • The no-go zones for digital;
  • The touch points that thrill customer experience, that speak to hearts and not minds;
  • How to develop an understanding of your organisation and how it tells its story to the public; and
  • The unique art, recognising the artisanal skill, or customer service, and keeping customers coming back.
Anders Sorman-Nilsson

Global futurist and innovation strategist

5:00pm

Close of conference