H&B | PRACTICE MANAGEMENT FORUM 2024 | SYDNEY
WHEN >
WHERE >
March 14, 2024
The Langham, Sydney
A discussion based, invitation only Forum bringing together a delegation of Australian advisors to identify and discuss the challenges faced in the day-to-day functioning of a financial planning practice. Sessions are designed to provide thought provoking and practical insights into changing technologies, new strategies and current approaches for providing the best outcomes possible to clients, employees and practice owners. We will explore & debate ideas in operating practices while considering costs and scale with the backdrop of a changing competitive environment for financial advice.
" It's all about the discussion "
H&B | PRACTICE MANAGEMENT FORUM 2024 | SYDNEY
AGENDA
SESSION 1 BENCHMARKING FOR SUCCESS
SESSION 2 VALUING YOUR CLIENTS | UNDERSTANDING THE OPTIMAL PRICING STRATEGY
SESSION 3 EFFICIENCY UNLEASHED | TECH & PROCESS EFFICIENCY
SESSION 4 RIDING THE TECHNOLOGICAL WAVE | THE ROLE OF AI & AUTOMATION IN FINANCIAL PLANNING
SESSION 5 STAFFING EXCELLENCE | BUILDING A DYNAMIC TEAM
SESSION 6 SUCCESSION PLANNING IN FOCUS
SESSION 7 ORGANIC AND INORGANIC | MASTERING GROWTH IN YOUR PRACTICE
. . . . .
FORUM DINNER
H&B | PRACTICE MANAGEMENT FORUM 2024 | SYDNEY