With all of the changes to the industry following the Royal Commission and the anticipated changes at AMP, it is more critical than ever that you are on top of the available information so that you can plan your business future.
Registration for the ARA National InFocus Forum is only available to our ARA member businesses.
Drew has been involved for over 35 years in the financial services industry covering various roles from an individual dealers’ licensee through to a large listed dealer group. He has commenced several businesses in the financial planning and the general insurance brokerage industry over that time.
Drew has provided advice on an individual client level for much of this time and has also held numerous board positions not only in the financial services industry but also in property development, construction and the self storage industry.
Drew was one of the founding members and directors of the Shadforth Financial Group, now part of the IOOF Group. While no longer a client advisor in the financial planning industry, Drew is still actively engaged in the corporate advice area. Currently Drew holds numerous directorships providing advice to companies and individuals at a corporate and family company level.
The change … before the next change
The change that is now ahead of financial planners seems daunting when the list of changes is so regularly highlighted to us all. Education, Grandfathering, Conflicted revenue, Fees, Licencing to name a few. When we reflect on the change we have had in the past it seems less significant. But is that true? Can it be true that the change of the future is potentially as big again as that which we are faced with today. So how do we do it ?
Steve is the Managing Director of Forte Asset Solutions. Over the last 15 years’ experience Steve has facilitated more Financial Planning business sales than any other individual in Australia.
He is an active media commentator and public speaker on all issues affecting financial services businesses, especially financial planning businesses and Dealer groups.Steve will present on how to build a better business in changing times. The presentation will look at the changing financial services landscape and the implications for all financial planning businesses. The presentation will review three real life case studies that have accepted the challenge and chosen to grow their businesses in a disciplined manner. The presentation will focus on P&L as well as Balance Sheet implications. The presentation will highlight key weaknesses and strengths that influence the value of your business today and into the future.
Dr James Adonis
James is one of Australia’s most well-known employee engagement and team leadership educators. His qualifications include a PhD that researched the ways in which leaders can engage employees during organisational crises and significant change. His academic history is complemented by rich practical experience as a leader in a variety of industries, especially in financial services where his teams serviced financial planners. As an author of four management books, and a nationally syndicated weekly column with the Sydney Morning Herald and The Age, his insights are read by over 100,000 people every month.
His presentation is "Crisis leadership: how to keep employees engaged during times of uncertainty and significant change"
It’s a well-publicised fact that the financial planning industry is in a state of upheaval, with predictable consequences on financial planners and their staff. For leaders of such practices, in which employees – and indeed the planners themselves – are likely to be experiencing heightened levels of stress and anxiety, engaging staff becomes an all-the-more paramount imperative.
In this presentation, you will learn:
- How to promote a positive work culture even when surrounded in a climate of negativity
- How to motivate employees to perform at their best despite the possible existence of demotivation among the leadership team
- How to respond to a crisis with a leadership style that inspires employees rather than deflates them
Other sessions for the Forum include:
- The current state of play with AMP - as we see it
- The business challenge of the review and remediation program
- The legal perspective on some current issues
- PI insurance coverage & challenges
- An adviser panel discussion
A big thank you to Aon for hosting our day at their client facility Level 51, 80 Collins Street, Melbourne. Please arrive by 8.45 so we can start on time.
An informal dinner will be held the evening before 7.00pm at Dining Hall at The Duke of Wellington, 146 Flinders St, Melbourne - cost $80 per head includes three course meal and drinks.