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Adviser Innovation Summit 2024 (Sydney)

June 4 @ 9:00 am - 4:00 pm AEST

ABOUT THE SUMMIT
Step into the dynamic world of financial advice, where the convergence of regulatory upheaval, digital disruption and business innovation are redefining the landscape for advice firms.

Join the 2024 Adviser Innovation Summit for an exclusive experience tailored to financial advisers. Delve into insights from the Quality of Advice Review, presented by industry experts. Discover transformative strategies, business insights, and cutting-edge ideas to revolutionise client engagement.

Delve into the two-tiered advice system, explore streamlined statements of advice, harness technology for smoother practices, and master strategies for connecting with clients across generations, focusing on personalised intergenerational wealth transfer journeys.

Navigate economic trends, and regulatory changes, reimagine risk advice, explore the use of alternative investments for optimal outcomes, and learn the characteristics of a successful business.

Reserve your spot today and delve into the trends that will influence 2024.

Details

Date:
June 4
Time:
9:00 am - 4:00 pm AEST
Event Category:
Website:
https://www.aisummit.com.au/

Organiser

Momentum Media
Phone
02 8045 2050
Email
Demii.Kalavritinos@momentummedia.com.au
View Organiser Website

Venue

Telstra Customer Insights Centre Sydney
400 George Street
Sydney, NSW 2000 Australia
+ Google Map

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