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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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