Ben Nash

The Association of Financial Advisers (AFA)’s premiere event for progressive financial advisers, the Genxt Connect Tour, will kick off in Hobart on 6 February 2017, with some venues almost sold out.

The Genxt Connect Tour sees some of the AFA’s most exceptional advisers and the industry’s most influential leaders tour the six capital cities to share their knowledge and experience with new, aspiring and forward-thinking financial advisers.

“Genxt is all about developing and enhancing the talent we know exists in the current and future generation of our profession,” said Ben Nash, AFA Genxt National Chair. “The Genxt Connect Tour delivers sessions on both the practice and the theory behind the delivery of great advice. It offers advisers the opportunity to hear from successful advisers and from industry experts on topics which will inspire them to build even greater advice practices and deliver exceptional outcomes for their clients.”

Hosted by Mr Nash, the line-up of speakers on advice best-practice includes AFA National President, Marc Bineham; the AFA’s 2016 Excellence in Education Award winner, Steve Nielsen and the AFA’s 2016 Rising Star, Erin Truscott. On the theory side, attendees will hear from Sunsuper Chief Economist, Brian Parker; business performance guru, Michael McQueen from The Nexgen Group; and industry leader and AFA CEO, Brad Fox.

“The program will encourage advisers to adopt practical, innovative solutions to providing great advice. Just as importantly, as a Genxt event, advisers will build networks with other advisers with whom they can share ideas,” Mr Nash said.

The program also includes inspirational speaker, Brian Freeman, Founder of Walking Wounded who scored 4.9 out of 5 at the AFA’s National Adviser Conference in 2016.

“Our members at the National Adviser Conference took so much value away from Brian’s session that we felt compelled to bring him on the Genxt Connect Tour. It’s life changing stuff,” Mr Nash said.

The Genxt Connect Tour kicks off in Hobart on 6 February, and will also visit Adelaide, Perth and Melbourne before wrapping up in Sydney on 16 February.

View the program and to register for the 2017 AFA Genxt Connect Tour.

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Jenny Brown

I’d love to see you and welcome you to fascinating Canberra, our nation’s capital for the AFA 2016 National Adviser Conference, the jewel in the crown for the AFA – October 5-7, 2016.

As a practising adviser, this Conference is always the highlight of my year and I look forward to it as a chance to hear, watch and learn from the best, as well as to catch up with colleagues and friends.

This year’s conference is about ‘Adaptive Change – taking advice beyond the horizon’ and as advisers we need to accept the challenge to think differently, to evolve and to be better prepared for the opportunities and challenges that lie ahead.

The AFA has been working tirelessly to be more effective in delivering value for members by improving the positioning and relevance of our association, the results of which will be on show at the conference – whether it has been raising adviser professionalism, stronger relationships and influence with Government, an industry-leading professional education pathway, or the building of a voice to consumers through Your Best Interests – the AFA has laid a strong platform for the future.

As preparations for the 2016 AFA National Adviser Conference approach the final stages, we are absolutely thrilled to be able to bring some amazing keynote speakers to the stage including;

• The Hon John Howard OA AC – Political Leadership
• Dr Ric Charlesworth – High-Performance Leadership
• Dr Adam Fraser – Peak Performance Without the Collateral Damage
• Tony Bongiorno – MDRT Learnings from Around the World
• Dr Jason Mitchell – Academic Leadership
• Brian Freeman – Humanitarian Leadership
• Dr Jason Mitchell, Professor of Psychology Harvard University
• Graham Rich, PortfolioConstruction Forum
• Stephen Halmarick, Chief Economist CFS Global Asset Management
• Joanne Earl, Associate Professor Flinders Business School
• David Reed, Adviser of the Year
• Paul Kearney, Practice of the Year
• Over 30 AFA Members sharing their best practice
• Brad Fox, Scott Moffit, Richard Klipin, Terry Rhodes, Dave Slovinec – Growing the demand for insurance

We have 3 amazing masterclasses from our communities of practice to explore more opportunities;

• Inspire with Margie Warrell
• Genxt with Dr Ric Charlesworth
• Leaders Forum – The AFA community of ideas and sharing

These world class speakers are augmented by a plethora of awesome advisers from our AFA community who are all willing to share the insights, skills and knowledge that they have applied to their own advice practices to ensure they are future proofed and ready to thrive as financial advice is taken beyond the horizon.

The conference committee has listened to members’ feedback and worked hard to build a program that blends exceptional technical knowledge with practical implementation based upon the AFA adviser learning pillars:

• Business Performance
• Adviser Performance
• Advice Strategies
• Professionalism and Learning

Our goal is to provide you with inspiration and load you up with the best ideas, strategies and the tools to implement those ideas to ensure that you can deliver exceptional service for your clients, helping them understand your advice strategies and how you can work with them to build and lead better lives. After all, everything we do is to put our clients and their families into a better situation, to be their trusted adviser.

Also, back by popular demand are our ‘Meet the Professionals’ and ‘Meet the Innovators’ round-table discussions.

With more advisers than ever now choosing to belong to the AFA, we are proud that there is more adviser input to this year’s conference agenda. Hearing from our peers we have always found to be incredibly worthwhile, and remembering that the smartest person in the room may not be the person on stage, it could be the person sitting next to you, or at lunch, or at the dinner function, you will hear a multitude of stories or how advisers solve our client’s problems, how they refine their skills, and we can even learn from their mistakes. Advisers have a unique perspective on the operation of the financial advice profession and all of this knowledge and ongoing learning can be captured and shared for the benefit of all.

So my question to you is, “What is holding you back from taking the next step forward in how you provide advice, how you improve your client experience and client outcomes, and your own profitability?” My bet is the answers can be found at the AFA National Adviser Conference.

But have you booked yet? The answers won’t come to you; you need to come to Conference to get them. In the absence of taking action, nothing will change, so click on to www.afaconference.com.au and register.

Whether you are a new adviser, a practice owner or an employed adviser, this will be a conference to help equip you to serve your client’s needs better, to prepare you for the opportunities ahead and help you take your financial advice beyond the horizon.

We’re looking forward to seeing you in Canberra.

Jenny Brown, Conference Co-Chair

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