New event to focus on adviser scale and profit

By Reporter
 — 1 minute read

Momentum Media has announced the theme and agenda for the ifa Business Strategy Day roadshow in 2017, helping financial advisers scale and grow their businesses.

The event, run by InvestorDaily sister title ifa, will see some of Australia’s leading business minds and financial advice industry figures take to the stage, including business coaches Sue Viskovic, Stewart Bell and Danielle Cornelissen, alongside compliance expert Brett Walker and top sales trainer Stuart Ayling. Panels of practising advisers and thought leaders will also be held, tackling the industry’s thorniest issues.

InvestorDaily managing editor and ifa Business Strategy Day MC Aleks Vickovich said the event will provide advisers with important content they cannot find elsewhere.


“So many advice conferences have become mired in lectures on policy detail and ‘professionalism’, with no regard or respect for the fact that despite all the regulatory and educational requirements, advice practices are still businesses and should be focused on profit and growth,” Mr Vickovich said.

“The ifa Business Strategy Day 2017 will reject the orthodoxy of the modern advice conference, replacing motivational speeches and politicians’ spin with real, actionable intelligence to build growth-focused, successful advice businesses in the digital age.”

Specific topics include building a scalable service proposition and pricing structure, minimising your compliance burden, setting profit goals and beating them, adapting to technological and political change, outsourcing and driving efficiencies to spend more time with clients and how to sell your value proposition effectively as a professional.

To see the full agenda and purchase tickets visit https://www.ifa.com.au/business-strategy-day/agenda

Read more:

S&P Global Ratings ‘pessimistic’ on budget deficit

Australian share strategies post positive returns

BoQ to acquire Centrepoint Alliance subsidiary

New distribution head for AMG



New event to focus on adviser scale and profit
investordaily image
ID logo


related articles

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.