Once a year, advisers get the opportunity to catch up on innovations which will keep their practices efficient and help them plan for the future.
I urge all financial advisers to take the opportunity to gain insights and takeaways which can immediately be applied to your business.
If you’re an innovative adviser looking to make a change, I’ve been given an exclusive limited-time discount to share with you. Enter the code GLENISSAVE to save over 35% on standard ticket pricing!
If you are coming to the event, please come and say hello.
The keynote speaker is Anders Sorman-Nilsson, a global futurist and innovation strategist, who will present “How to win the digital minds and the analogue hearts of tomorrow’s customers”.
Matt Heine, Joint Managing Director of the Netwealth, and principal partner will deliver this presentation, “Today’s cultural trends your business cannot ignore”.
In addition, a full day of speakers have been organized for the event.
I am pleased to announce that I will be presenting on stage a demonstration of Financial Mappers Pro. I shall show advisers how they can transform their practice to embrace online digital advice. Others may simply want a more cost-effective means of producing a plan and writing an SOA.
Glenis Phillips SF FIN – Designer of Financial Mappers