The AFA National Roadshow is our biggest by total attendees, the Roadshow focuses on providing insights into: Successful business strategies from Award winning Advisers, getting your business ready for legislative change, client engagement and advice skills. Attendance is a must for dynamic advisers looking for ways to enhance their performance and build their practices.

Speakers include:

Phil Anderson – AFA COO
Legislation, Regulation – Developing Best Practice for the New World

Phil’s skill in translating complex legislation into practical best-practice solutions will be on display in areas such as Fee Disclosure Statements, Conflicted Remuneration issues and broader regulatory change. The timing for this session couldn’t be better.

Brad Fox – AFA CEO
The Big Picture – Consumers and Professionalism

As the provision of financial advice goes through the greatest change since it began around 40 years ago, it is important to find focus, clarity and certainty. This session will share the AFA’s vision for the future and how to make it work for you.

Olivia Maragna – AFA Adviser of the Year
Outstanding Customer Service – A Practice Perspective

In the judging of the 2012 AFA Adviser of the Year Award one of the outstanding features was the client satisfaction scores Olivia achieved. She will share key takeouts on what works and why, and how it takes everyone in the practice to deliver the promise.

Nick Hakes – Campus AFA
Campus AFA – An ethical dilemma

Research shows that consumers value trust as the most important aspect of their relationship with a financial adviser. This workshop session explores an ethical dilemma and how behaviour influences our professional reputation.

Christine Hornery, AFA Female Excellence in Advice award 2012 and Greg Johnson Head of Product and Marketing at TAL Limited
Up Close and Personal

Greg will take us on a Denton-style interview with Christine as she shares award-winning tips from her journey as an adviser, business owner, employer and community leader.

Phil Hay – Head of Life Insurance for BTFG
The Value of Protection – Creating an advocate for life

Phil presents the White Paper, “The Claims Experience” and how to use the findings to increase the take up of insurance by your clients.

Graham Rich – CEO Portfolio Construction Forum
A Financial Plan: The Higher Purpose

Graham will challenge us on the defining purpose that needs to drive the building of a financial plan. Is it changing? What is the adviser’s responsibility in creating strategy? Can your approach to the plan be a competitive advantage?

Click here to Register.