How to better communicate your value to your clients, using research-based language. Invesco Global Consulting conducts ongoing research into the language used in financial services, with the goal of helping advisers have better conversations with clients. We conducted a 6-month language study on what investors think. What do they value and how should their advisers respond? […]
This session draws upon leading research in psychology, neuroscience and behavioural finance to explore three critical ‘pillars’ of a client centric approach; communication, core values and beliefs and managing investment risk. We introduce you to four ‘financial personalities’, each one with its own unique set of attitudes, beliefs and behaviours to help you deliver a tailored […]
Making the unknown known, by using the familiar. Highly persuasive financial professionals often engage clients by translating Wall Street jargon into Main Street values, using metaphors, analogies, anecdotes, and illustrations. This communication style may allow them to better serve their clients’ financial needs – and sell more effectively in the process.
We have found that financial professionals often recognize that lawyers and accountants have clients that they would like to have themselves. However, cracking the code on how to build a strategic partnership that leads to a steady flow of referrals can be difficult and frustrating. “The Referral Code” is the culmination of years of research on how […]
When it comes to financial advice, the great value is in helping clients achieve all their financial goals and objectives. Part of this is maximising client resources, and part is managing the various risks to achieving that outcome. In this session we look at effectively & ethically managing the key risk of personal protection as […]
Join Michael Miller CFP®, James Cotis CFP® and Claire Mackay CFP® as they unpack a series of ethical scenarios from actual cases reviewed by the FAAA Conduct Review Commission. Explore complex themes, including the delicate balance between professional and personal relationships, and your professional duties to multiple counterparties. Witness how these experts navigate through challenging situations while upholding the highest […]
You are invited to an engaging and informative session where we delve into the technical and strategic aspects of risk advice. This is your chance to connect, learn, and share your questions, insights, and challenges with a community of like-minded individuals.
It’s not the clients you win, it’s the clients you keep. Losing a top client is never a pleasant experience. Worse still, research shows that 72.7% of advisers lose one top client per year. This makes everyone run harder just to maintain present production levels, and it hamstrings organic growth. However, research shows it does not have […]
As a continuation of A guide to navigating conflicts in 2023 Masterclass Series 1, we delve into the complex world of conflicts in financial planning, exploring ethical principles guiding their resolution. Join Phillip Davies, Deputy Chair of the FAAA Conduct Review Commission, as he unravels in-depth case studies and illustrates real-life scenarios, shedding light on the challenges faced […]
The most successful advice firms in the future will be those who are able to balance working in their business, with working on their business; and taking advantage of the tremendous opportunities today while continually evolving for tomorrow. Great in theory, but with all of the complex issues facing advisers, it can be a challenge to know where to […]
Join two seasoned leaders as they share their journey crafting an ethical philosophy for a financial advice business. Discover practical steps to integrate ethics, unlock trust, and navigate challenges with finesse. Witness the tangible benefits that arise from embracing an ethical approach. Don’t miss this opportunity to revolutionise your financial practice for a brighter and […]
Despite the fact that fee for advice has been the norm for many years, pricing remains one of the most challenging elements of running a successful advice firm. Join Elixir Consulting as they share the key highlights from the sixth edition of their Adviser Pricing Models Research Report. In addition to learning how much your peers are charging […]
Having a clear methodology for how we construct our advice is more important than ever, both when it comes to efficiency of getting advice in front of clients, but also in seamlessly discharging our compliance and ethical obligations. In part 1 of this 2-part session, we will look at how we can initiate this discussion […]
While every client needs to consider personal risk mitigation as part of their financial plan, not every client may be able to access an easily underwritten retail insurance product due to health or occupation. Similarly, as life and risk needs evolve over time it may be hard to make appropriate changes to existing cover. In this session […]
Australia's enviable cities and high life expectancy rank among the world's best, yet healthcare challenges continue to evolve. While advances in diagnosis and treatment extend lives, the burden of diseases like heart disease, stroke, and cancer persists. The financial burden of healthcare is increasingly shifted onto individuals, with rising out-of-pocket costs and lost earnings […]
When it comes to Life Insurance products, often features and their value may not be easily understood by clients. How can we help them understand how they are applicable to the unique risks each of them wishes to mitigate in their day-to-day life? In Part 2 of this session, we look at particular types of […]
As part of MLC Life Insurance's 'know your insurer' series, this session will delve into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, along with all broad areas of the MLC Life Insurance business that are there to support your clients from underwriting, in-force, and claim […]
WELCOME TO CONGRESS In today's rapidly evolving financial landscape, collaboration and shared knowledge are essential for success. This year, the Financial Advice Association Australia (FAAA) brings together thought leaders, seasoned professionals, and emerging talents to foster a spirit of unity and collective growth. Through engaging keynote speeches, interactive sessions, and networking opportunities, we aim to […]
Insurer wellbeing offerings are prolific in the current market, but it’s not always clear how they align to individual client need & values. In this session we look at global research and behavioural finance to ascertain how advisers can use these offerings to enhance client experience and ongoing client engagement. We also explore the best ways to […]
An efficient process is an essential part of delivering effective risk advice, and to have an efficient process it's essential to understand the best ways to navigate all parts of the risk advice process from onboarding, to new business, in-force management, and claims & wellbeing. In this session we outline the areas of support available […]
As part of MLC Life Insurance's 'know your insurer' series, this session will delve into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, along with all broad areas of the MLC Life Insurance business that are there to support your clients from underwriting, in-force, and claim […]
When it comes to Life Insurance products, often features and their value may not be easily understood by clients. How can we help them understand how they are applicable to the unique risks each of them wish to mitigate in their day-to-day life? In this session we look at types of contracts and their features, […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Risk advice is incredibly valuable and comes with its own unique requirements for advisers. In this session we bust common myths around risk and compliance when it comes to personal insurances and provide simple tools to aid in seamlessly de-risking the advice process without any additional steps. We look at real world data on complaints, […]
Personal risk mitigation is an essential part of any financial plan but is a highly complex area of advice to implement efficiently. By building a streamlined and efficient end to end advice process across the advice practice, advisers can provide effective risk advice to more clients and more easily build risk advice into their process. […]
Risk onboarding is dependent on navigating the underwriting process effectively for each client. In this session we explore the MLC Life Insurance underwriting philosophy along with tips for engaging with underwriting and efficiently supporting clients through the process to save time. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the […]
FAAA Roadshow 2024 (Albury Wodonga) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance […]
FAAA Roadshow 2024 (Sydney) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
FAAA Roadshow 2024 (Canberra) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
FAAA Roadshow 2024 (Melbourne) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
A more efficient way to access CPD The Ensombl All Licensee PD Day is a licensee-agnostic one-day professional development event, giving advisors access to 10 CPD-accredited sessions from leading speakers. It’s the most efficient way to make a real dent in your annual CPD needs, and with an average attendance of over 1,800 advisors, it […]
FAAA Roadshow 2024 (Hobart) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
Efficiency in provide risk advice to clients is highly dependent on leveraging digital solutions. In this session we highlight the areas you can utilise with MLC Life Insurance to maximise time savings and provide a great client experience. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry […]
In today's competitive professional landscape, high-earning individuals invest a substantial amount of human capital in their careers, dedicating years to education, delaying entry into the job market, and accruing significant student debt. The journey to success often demands hands-on experience, which can be both costly and challenging to attain during university or early career stages. […]
FAAA Roadshow 2024 (Mackay) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
FAAA Roadshow 2024 (Orange) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
FAAA Roadshow 2024 (Brisbane) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
Insurance in super has become prolific in recent years and while cash flow is a common consideration, the opportunities are much broader. In this session we look at methods to enhance our advice through both SMSF & Retail superannuation by taking advantage of the environment, while considering the regulatory and ethical factors in our advice. […]
FAAA Roadshow 2024 (Adelaide) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
FAAA Roadshow 2024 (Perth) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
Join Risk Hub founder Marc Fabris and The Life Insurance Guy, Pete Stathis, for a deep and meaningful chat on Risk. We'll cover various topics, including: What Pete is up to with his new venture Tech and AI tips from Marc A few observations on the risk market And perhaps a light-hearted discussion about Richmond's […]
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 […]
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 […]
Delving into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, and support areas for clients. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple […]
Essential considerations across ownership & funding to efficiently cover various business & personal needs of self-employed clients. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy And our Special Guest: Paul Milbourne, Milbourne Insurance Solutions Join us as we delve into: A chat on preassessments Recent hot topics in the risk industry Paul’s new advice business: how […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy And our Special Guest: Morris Winestone, from Winestone & Associates Join us as we delve into: A chat on needs analysis approaches that we see Recent hot topics […]
Managing personal protection risks as part of the broader financial planning conversation, and integrating risk mitigation into client discussions and advice process. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers […]
Delving into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, and support areas for clients. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy And our Special Guest: Mia Inglis (Johnson), from Keyman Financial Services Join us as we delve into: Opportunities for new entrants in the industry The importance of claims […]
Engaging with existing risk clients efficiently while adding value, considering the elements of the review process and techniques to maximise the client experience. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With over 9 years’ experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. This is our Special Underwriting Edition Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy Special Guests: Karen Janes, Chief Underwriter, AIA Amber Brockie, Head of Underwriting, MLC Life Insurance Marcello Bertasso, Head of Underwriting […]
Discussing the considerations for a claims value proposition and strategies to understand underwriting and setup of effective risk advice for ideal claims processing. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With over 9 years’ experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development […]
Outlining the MLC Life Insurance philosophy to claims support and ways advisers can help enhance the claims support process. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family […]
Using insurer wellbeing offerings to enhance client experience and ongoing engagement, based on global research and behavioral finance. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With over 9 years’ experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and […]
Benefits of Vivo Wellbeing for policyholders & advisers and ways this offering can translate to value without additional cost & effort for the practice. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple […]
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 […]
Techniques to identify income, calculate sums insured, and facilitate claims outcomes for self-employed clients, including case study investigation. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background […]
Delving into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, and support areas for clients. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple […]
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