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Jul
30

Sydney July AFA National Roadshow

This event has passed.
Start
July 30, '14 - 7:00 am
End
July 30, '14 - 12:30 pm
Cost
$140
Venue
Doltone House, Level 3, Upper Deck
Address
26 - 32 Pirrama Road, Pymont Point, NSW, Australia, 2009

INNOVATION IN THE PROFESSIONAL ADVICE PRACTICE OF THE FUTURE

AFA research has built a deep understanding of successful advice businesses and leading advisers. This research highlights four critical areas of success for advisers and their businesses:

  • Adviser qualities: Skills, knowledge and ability to earn trust
  • Practice Service Proposition: Delivering the client experience
  • Advice Process: Creating deep client engagement and ongoing
  • commitment to a quality financial plan
  • Transparent Fee Model: Deliver value for money

We present leading industry experts and advisers to explore these four critical areas and other key issues.

Click here for more information and to register