Risk Support Showcase [Register Now]

Register Now for the Risk Support Showcase

Join us for a day packed with interactive sessions designed to help streamline your risk advice processes and enhance the way you deliver advice. The Risk Support Showcase will feature a variety of providers offering practical solutions and insights to elevate your business.

Think of it like a live expo, with demonstrations, Q&A, and hands-on tools for your practice.

<<Submit Your Questions for the Sessions Here>>

🗓️ Date: 12 November 2024
🕘 Time: 9am to 4pm AEDST
📍 Location: Online Event

<< REGISTER HERE >>

Run of the Day:

Here’s a sneak peek at the sessions and what you can expect to see:

–> Sessions from 9:00am

9:00am – Open & Overview of the day
Your Hosts: Marc Fabris & Peter Stathis
Kick off the day’s sessions with an overview of the key topics

9:15am – Starting with Digital
Dr Paul Moran – iFact Find
Find out how digital fact find tools can streamline the early stages of the advice process, making data collection easier and faster.

10:00am – Creating Efficiency Early in the Advice Process
Stuart Riddle – Claras.ai
Learn how AI-powered file notes can reduce admin work and boost your productivity.

10:30am – Leveraging Platforms to Streamline Estate Planning
Brant Dillon – The Legal Hub
Discover how to use estate planning platforms to better integrate these services into your advice practice.

11:00am – Online Estate Planning Facilitation
Aaron Zelman – Willed
Simplify estate planning for your clients with a straightforward online solution that makes the process more accessible.

11:15am  – Improving Adviser Efficiency: Case Studies & Insights
Karli Mann – Alura Financial
Real-world examples of how outsourcing admin and advice tasks can increase your efficiency and give you more time to focus on clients.

*Break  from 12:00 – 12:30pm*

–> Sessions from 12:30pm

12:30pm – Streamlining Client Servicing
Robert Sheptun – CDM Solutions
Practical tools and solutions to improve ongoing client servicing, from managing renewals to enhancing client experience.

1:00pm – Unlocking Efficiency in Underwriting: Pathology Services
Stephen Clarkson – EQ Pathology
Learn how pathology services can speed up the underwriting process and improve client satisfaction.

1:30pm – AI Tools for Advisers
Marc Fabris – Risk Hub
Explore AI tools that are transforming efficiency in advice delivery, including insights into which tools other advisers rely on and where to find additional support.

2:00pm – Technical Assistance for Advisers
David Spiteri – LifeTech Assist
Discover how technical support can help optimise your advice delivery systems and streamline operations.

2:30pm – Help When It Matters Most: Claims Support
Trevor Battersby – TPD Claim Support
Insights into managing the claims process, the regulations you need to be aware of, and the key risks for advisers.

3:00pm – Panel Discussion: Industry Insights & Q&A
Keely O’Brien CALI / Phil Anderson FAAA
Have your questions answered by representatives from key industry bodies as they discuss what’s next for risk advice support in Australia.

3:30pm – Key Takeaways and Close of session
Your Hosts: Marc Fabris & Peter Stathis
Wrap up with essential insights and actionable steps from the day

<< REGISTER HERE >>

You’ll be able to pick and choose the sessions most relevant to your needs. So, register, mark your calendar, and we’ll see you there!

Can’t make it?

No problem! All sessions will be recorded and available to watch later. Just make sure to register, and we’ll keep you in the loop with access to the recordings and any special offers from the providers. Don’t miss out – even if you can’t join live, you’ll still have the opportunity to benefit from the valuable insights shared on the day.

<<Submit Your Questions for the Sessions Here>>

For more info, send us a message at info@riskhub.com.au.

Did you previously use our Save the Date option? Once registered, feel free to remove your ‘save the date’ calendar entry.