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Thu 3 & Fri 4 August 2017

Building a Better Future for Consumers, Advisers and Providers
Spotlight

Sessions

The Conference 90-minute advice specific sessions are designed to provide in-depth insight and learning in key areas. We will add more information about the sessions and speakers shortly.

You can check out the one-hour Adviser Sessions below.
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Planning

How do you identify and consider all aspects of your clients’ pre-retirement planning needs? Hone your holistic planning approach in this practical workshop.

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Investing

Running out of ideas on how to generate returns for your client in the current low-yield environment? Look no further, as you learn about various options to capture real returns for your clients.

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Lending

Complaints are on the rise. What can you do in your mortgage business to reduce your risk, add value to your advice process and safeguard your client relationships?

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Risk

How are the lifestyles of Kiwis changing? What are the trends? And how will these impact insurance underwriting, your advice to clients and your business?

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Compliance

Clinic

Get all the vitamins your business needs for a clean bill of Compliance health. Join us for this ‘answer-all’ session designed for all types of advisers.

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Planning

How do advisers demonstrate value to their clients and how can they both survive and thrive in this changing environment?

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Lending

What’s your role in advising and assisting first home buyers and accessing Government home ownership assistance?

Adviser

Sessions

The one-hour Adviser Sessions cover a broad range of business and personal productivity subjects of interest. We will update this page with speaker and session information as soon as confirmed.
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Session One

Cecilia Farrow

Recruiting Top Talent for Your Business Future.

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Session Two

Simon O’Connor

Financial Return and Personal Values – the Changing Consumer Attitudes to Responsible Investing.

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Session Three

Ted Alexander

Global Trends in Artificial Intelligence and Healthcare.

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Session Four

B Ivamy & A Hing

Client Estate Planning: What’s it got to do with me?

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Session Five

Colleen & Ryan

The Value of Diversification in Adviser Businesses.

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Session Six

Dr J Horan & S Paul

The Hidden Factors Behind Financial Decisions.

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Session Seven

Carl Richards

Communicating Your Value as a Real Financial Adviser

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Session Eight

B Ivamy & A Hing

Client Estate Planning: What’s it got to do with me? This session is a repeat of Session Four.

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Session Nine

Jacob Wolt

Building a business ten times the size of what you now think achievable. A business with a great culture, a long-term sustainable future and not reliant on you. Now that’s a real business.

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Session Ten

David Boyle

Advice is Dead, Long Live Advice!

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