H&B | PRACTICE MANAGEMENT FORUM 2024 | SYDNEY
AGENDA
09:00
REGISTRATION | The Langham
09:30
WELCOME
IAN KNOX, Forum Chairperson
09:50
BENCHMARKING FOR SUCCESS
Knowing where you are positioned relative to everyone is part of the game. Gaining a deep understanding of how your practice stacks up against industry peers can provide valuable insights into your resource allocation, staff costs, and licensing expenses. Learn to identify areas where you can optimize your operations for improved profitability. In this session, we'll explore the key metrics and best practices that will empower you to make data-driven decisions and enhance your competitive edge.
SPEAKER:
ROD BERTINO, Partner, Business Health
10:35
MORNING TEA
10:55
VALUING YOUR CLIENTS | UNDERSTANDING THE OPTIMAL PRICING STRATEGY
We delve into servicing clients effectively while maximizing revenue potential. In this session, our expert will share insights into tailoring your services to meet the unique needs and expectations of clients. We explore how to attract, retain, and deepen relationships with your clients, ultimately boosting your practice's bottom line. Our speaker also discuss the narrative around repricing and service benchmarking clients to make sure your practice is appropriately rewarded for the level of service delivered. This is a session to discover best practices for providing exceptional service, personalized solutions and aligning pricing models appropriately.
SPEAKER:
JIM STACKPOOL, Founder, Certainty Advice Group
11:45
EFFICIENCY UNLEASHED | TECH & PROCESS EFFICIENCY
Discover how to propel your financial planning practice to new heights by leveraging varying technologies and optimising your internal processes. This session will delve into the latest tech in financial planning, shedding light on innovative tools that can streamline your operations and reduce costs. Our speakers will discuss practical strategies for improving efficiency across the board, from client management to compliance. Leave with actionable insights that will help you maximise productivity and profitability in your practice.
SPEAKERS:
PETER WORN, Joint Managing Director, Finura Group
NATHAN JACOBSEN, previously Managing Director, Diverger
SUE VISKOVIC, Managing Director, Elixir Consulting
12:50
LUNCH
13:40
RIDING THE TECHNOLOGICAL WAVE | THE ROLE OF AI & AUTOMATION IN FINANCIAL PLANNING
Stay ahead of the curve by delving into the latest innovations and technology trends that are reshaping the financial planning landscape. In this session, you'll gain a comprehensive understanding of the role of AI, automation, and emerging technologies in optimizing both client experiences and internal operations. Learn how to leverage these tools effectively to enhance efficiency, reduce costs, and provide cutting-edge services. Discover real-world applications and practical strategies for integrating technology into your practice, positioning yourself as a forward-thinking leader in the industry.
SPEAKER:
GREG HANSEN, Executive | Group Strategy, HUB24
14.40
STAFFING EXCELLENCE | BUILDING A DYNAMIC TEAM
Both the biggest resource and the most expensive asset of any financial planning business, staffing is one of the toughest puzzles to solve. How do we balance skills, knowledge, culture, and retention? And to complicate things further, how can one manage new advisors and the professional year. Our speakers in this session address the challenges of training & retaining staff by exploring team dynamics, culture, outsourcing, retention strategies and ultimately exploring methods of keeping staff engaged and motivated. The session will underscore the critical role of nurturing and retaining the next generation of financial planners in the evolving financial planning landscape.
SPEAKERS:
MERILYN SPEISER, Founder I Principal, Catalina Consulting
ALISDAIR BARR, Founder I CEO, Striver Careers
DEAN HOLMES, Founder, The Wealth Network
15:35
AFTERNOON TEA
15:55
SUCCESSION PLANNING IN FOCUS
Creating legacy for business owners is a balance of passing down knowledge while preserving client relationships built over time. Dive deep into the world of succession planning, a critical aspect of ensuring the continuity and long-term success of your financial planning practice. We explore the intricacies of legacy planning, employee share schemes, and creating a seamless transition to the next generation of financial planners. Our speakers will provide actionable guidance on structuring and executing succession plans that align with your vision for the future. Gain insights into the art of balancing financial security with the preservation of client relationships and the legacy you've built.
SPEAKERS:
TIM SCOTT, Managing Director I Principal Adviser, Ford Scott Financial Planning
SAM EL SHAMMAA, Managing Director, Finchley & Kent
16:55
ORGANIC AND INORGANIC I MASTERING GROWTH IN YOUR PRACTICE
Growth targets require an understanding of the best approach to realise this goal. We embark on a journey to master the art of growth for your practice and what avenues are available. This session will bring to light the challenges and opportunities in expanding your client base and increasing revenue through both organic means and strategic acquisitions. You'll hear from industry leaders who have achieved remarkable success in this realm, learning from their experiences and gaining practical strategies for sustainable growth. Discover how to harness your existing strengths, develop client-centric approaches, and explore the potential of inorganic growth through acquisitions to drive your financial planning practice to new heights.
SPEAKERS:
PAUL BARRETT, Founder I CEO, AZ NGA
17:45
DRINKS & CANAPÉS – The Langham Drawing Room
19:00
FORUM TO CONCLUDE