AdviserVoiceMFAA Adelaide Member Forum - AdviserVoice https://www.adviservoice.com.au/event/mfaa-adelaide-member-forum-2/ Financial planner information & financial planner education/CPD - AdviserVoice Tue, 23 Jun 2026 04:50:08 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 MFAA Adelaide Member Forum https://www.adviservoice.com.au/event/mfaa-adelaide-member-forum-2/ https://www.adviservoice.com.au/event/mfaa-adelaide-member-forum-2/#respond Mon, 12 Sep 2022 23:00:00 +0000 https://www.adviservoice.com.au/?post_type=tribe_events&p=84587 The theme for our September forum is the common question of ‘Retention, reprice or refinance?’. While current conditions are seeing a drop-off in new leads, it’s important to remember the opportunities that come from servicing existing clients.

To start the conversation, we’ll hear from Adam Grocke, founder and CEO of retention and refinance platform Sherlok.

A panel of experienced brokers and industry experts will also share client retention best practice and mistakes to avoid. Facilitated by the MFAA Forum Planning Group, it’s an open mic forum where you can direct any questions to the panel.

 

Register for the event.

]]> The theme for our September forum is the common question of ‘Retention, reprice or refinance?’. While current conditions are seeing a drop-off in new leads, it’s important to remember the opportunities that come from servicing existing clients.

To start the conversation, we’ll hear from Adam Grocke, founder and CEO of retention and refinance platform Sherlok.

A panel of experienced brokers and industry experts will also share client retention best practice and mistakes to avoid. Facilitated by the MFAA Forum Planning Group, it’s an open mic forum where you can direct any questions to the panel.

 

Register for the event.

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