Business Strategy Day 2021 | Momentum Media Pty Ltd | 29 March 2021 |
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| Event Date |
Tue Mar 30 +11 - Wed Mar 31 +11 (over 3 years ago)
In your timezone (EST): Mon Mar 29 6:00pm - Wed Mar 31 12:00am |
| Region | APAC |
Details
In this year’s “ifa Business Strategy Day”, you will hear from your peers and leaders in the financial advice sector as we discuss strategies to navigate a new digital-first world and gear your firm to succeed in a post-pandemic environment.
Hear from your industry peers who have overcome the challenges of managing a remote practice while meeting the shifting needs of clients. Learn how you, too, can lead through volatility and adapt your firm to meet the impending cost, efficiency and compliance challenges 2021 will present.
• Strategies for leading a remote team and developing resilience.
• Identify and combat risky investment trends to safeguard clients.
• Develop digital strategies to meet the shifting expectations of clients and provide seamless customer experiences.
• Modern methods to enrich client relationships and boost retention and acquisition.
• Strategies to protect your firm from cyber crime.
• Insights into FASEA exams and regulatory CPD requirements.
Australia’s best professional development day for independently minded and self-licensed advice practices is back in 2021 to help you prepare for your future in financial advice with the latest in practical, informative and business-building content.
The hard work is yet to come! Join us as we explore strategies for resilience so you can thrive in 2021.
Speakers
2021 Speakers
Adrian Patty
Founder, Advice Revolution & XY Adviser
Chelsea Pottenger
Managing Director, EQ Minds
David Haintz
Principal, Global Adviser Alpha
Glen Hare
Co-Founder & Financial Adviser, Fox & Hare
Phil Pilgrim
General Manager, Partnerships and Distribution, Implemented Portfolios
Rachael Ooi
Principal Financial Adviser, Your Wealth Consultants
Sunil D'Souza
Senior Manager, Cybersecurity, EY
Samantha Clarke
Co-Founder and CEO, Advice RegTech
Shelly Horton
Journalist, TV Presenter & Event Host/MC, ShellShocked Media
Stephen Glenfield
BEc, CA - CEO, FASEA
Sponsors & Partners
2021 Partners
PRINCIPAL PARTNER:
• MLC
GOLD PARTNER:
• Implemented Portfolios