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H&B | PRACTICE MANAGEMENT FORUM 2024 | SYDNEY

WHEN >

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 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

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