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What is your future in financial advice?

What is your future in financial advice?

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By elaina ·
January 24 2019

What is your future in financial advice?

All planners should be asking themselves this question in 2019. Thankfully, one place exists where they can find all the answers.

This year the team behind the ifa Business Strategy Day has listened closely to feedback from past delegates, consulted with leading industry figures and kept a close eye on the rapidly changing nature of the Australian financial advice sector.

Informed by our team of dedicated reporters, the 2019 ifa Business Strategy Day agenda has been designed to help you carve out a plan for your planning practice that will deliver significant results or you and your clients.

Unlike other events, which roll out the same speakers to spruik various products and asset allocation agendas, this event is built around the adviser and their business with a focus on business strategy, execution and growth.

Industry expert and Forte Asset Solutions director Steve Prendeville will share his secrets from 30 years in the field about what makes a business thrive and how you can future-proof its profitability. He will show you exactly how to grab opportunities by recognising the most valuable options for your business.

One of the most exciting aspects of the ifa Business Strategy Day this year is its research-based focus on your clients and what they really want. As many advisers will know, different generations pose different challenges.

That's why we've designed a session that delvers insights into the psychology behind economic decision making. We will explore the differing attitudes between Baby Boomers, Gen Xers and Millennials, and their behaviours towards money, financial advice and retirement, and where you fit in.


The event will also cover alternative investment strategies, the best marketing channels to engage with your clients, and delve into one of the biggest topics dividing the industry: education.

A panel of academics, government authorities and industry associations will provide a comprehensive update on the FASEA reforms and clearly outline exactly what advisers need to know moving into 2019 and beyond. This session is not be missed, as delegates will be given the opportunity to ask questions of those setting the new educational standards for the profession.

"We've really looked at the big themes impacting the financial advice industry when designing this year's agenda," ifa editor James Mitchell said.

"What has become clear is that many advisers are at a crossroads right now and have been left wondering which direction they should take their business. Some even feel that outside forces beyond their control could force their business in a different direction than they had planned.

"The ifa Business Strategy Day puts advisers firmly back in the driver's seat and provides a range of superb speakers and content to invigorate attendees and leave them knowing that they are in control of their destiny and armed with the best tactics to continue building profitable, professional and in-demand planning practices."

The national roadshow will return to Brisbane (5 March), Melbourne (7 March), Sydney (12 March) and Perth (14 March). For more information about the event or to secure your early bird ticket, click here.

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