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, […]
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