The characteristics, skills and education expectations of today’s and tomorrow’s advisers will be a key discussion point at this year’s Best Practice Forum.
For the first time, the Professional Planner/Financial Planning Association event will be hosted in two cities – Sydney and Melbourne – where robust discussions are expected on reform pathways and how to prepare for impending changes in the burgeoning profession.
Several of the sessions will also focus on practical guidance, such as how to improve profitability and attract the right sort of clients for what your business wants to achieve.
Another major focus will be how to use technology to ‘future-proof’ your business and whether to outsource it or implement solutions in house.
Last year, the event attracted more than 160 advisers and featured animated discussions about the tools advisers need to improve their businesses – and what distracts them from providing quality advice. The list of ‘don’t-needs’ included regular breaking news updates on corporate action that has little relevance to professional performance.
This year, the formal and informal ways advisers can upskill to exceed the expectations of the new standards body is expected to be a point of discussion.
Panelists who have already been announced to speak at the Sydney and Melbourne sessions include:
- Deborah Kent, FASEA director and founder and director of Integra Financial Services
- Grahame Evans, managing director, GPS Wealth
- Toby Potter, chair, IMAP
- Matt Esler, executive chairman, Padua Financial Group
- Sean Allen, managing director, CoreData
- Wade Matterson, principal and senior consultant, Milliman
The Best Practice Forum will be on August 8th in Sydney and August 10th in Melbourne. To read more and to register, go here. Registrations are limited.
