Meet The Professionals & Meet The Innovators

Choose 2 x 30 minute round-table discussion with either a Professional or Innovator

Monday 13 October

10.05am - 11.05am

Come prepared with questions and an open-mind and participate in a two-way conversation on issues and opportunities that are most relevant to you.

Meet the Professionals

The hugely successful Meet the Professionals series is held annually at the AFA National Adviser Conference and enables the financial advice community to share solutions to common business challenges.

The Professionals selected have a unique insight or competitive advantage into a particular market, product set, advice opportunity or commercial acumen.

Two-way dialogue in a round-table format gives you the opportunity to ask the questions that are most relevant to you.

Adviser Performance
Kevin-Mayne

Kevin Mayne

Who’s listening? Coaching your Business and Clients to Success

Brian-Fitzpatrick-

Brian Fitzpatrick

Two Secrets for Positively Influencing Clients, Sta and Referral Partners

Katherine-Ashby

Katherine Ashby

Protecting business cashflow from key person loss

Danny-Alexander

Danny Alexander

Reinsurance Insights: A Global Perspective

Nicholas-Hatherly

Nicholas Hatherly

Business Risk – innovation, education, advice and implementation

Business Performance
Tania-Milnes

Tania Milnes

Is your referral relationship like a warm bath?

Scott-Charlton

Scott Charlton

Meet the Author – Partnering with Accountants

Peter-Boston

Peter Boston

Running my own AFSL – do I really get to spread my wings?

Matt-Heine

Matt Heine

Leveraging technology to Engage, Educate and Excite your clients

Rod-Bristow

Rod Bristow

Transforming your business

Adrian-Lynch

Adrian Lynch

Making Accounting Practice Joint Ventures Work

Jon-Burgess

Jon Burgess

Lessons learnt from people I’ve met

Abraham-Tavares      Ben-McDougall

Abraham Tavares & Ben McDougall

PI Insurance for Financial Planners

Professionalism & Leadership
Anne-Fuchs

Anne Fuchs

AFA to Consumer – How Your Best Interests (YBI) will change public perceptions and how you can help

Phil-Anderson

Phil Anderson

Making Sense of a Year of Regulatory Turmoil

Grant-Holley    Paul-Derham

Grant Holley & Paul Derham

Best Interest Obligations – What lawyers say about your SOA

Brian-Knight

Brian Knight

Making sense of the many education pathways and what this means for existing advisers?

Anne-Graham

Anne Graham

One on One with Anne Graham – Award Winning Adviser

Matt-Hale

Matt Hale

One on One with Matt Hale – Award Winning Adviser

Jenny-Brown

Jenny Brown

One on One with Jenny Brown – Award Winning Adviser

Catherine-Robson

Catherine Robson

One on One with Catherine Robson – Award Winning Adviser

Meet the Innovators

Innovation is essentially bringing your ideas to life.  The AFA is proud to showcase a group of innovators who have brought their ideas to life in our new ‘Meet the Innovators’ session.

We love uncovering emerging success stories within the financial advice profession – from great advisers to cool ideas, services and products. The Meet the Innovators session is our way of bringing the newest and brightest ideas together so you can see practical examples of how they can assist you in your advice business.

It’s like being able to say you saw the Rolling Stones before they made it.

Adviser Performance
steven-Crawford

Steve Crawford

Next Gen Thinking – the innovative way to advise ’30 somethings’

Steve-Currie

Steve Currie

Business Risk – innovation, education, advice and implementation

steve-salvia

Steve Salvia

How to Create a Compelling ‘Earn the Right’ Story (and use this to transform your results)

Malcolm-LeLievre

Malcolm LeLievre

Creating Behaviourally Smart Advisers: Client Engagement and Behavioural Management Tools

Harvey-James

Harvey James

Client Engagement – 3 Steps to More Profit & More Clients

Business Performance
Graham-Peaty

Graham Peaty

Caboodle innovation – it’s about time!

Michael-Tropper

Michael Tropper

Innovation for the Advice Profession: Latest developments from our innovation hub

sandeep-rao

Sandeep Rao

How to unlock profits through data

Melissa-Crawford

Melissa Crawford

Cracking the Insurance Code

Alisdair-Barr

Alisdair Barr

Do you want the future leaders in your business?

Cholena-Orr

Cholena Orr

Achieve More with Less

Rob-Skinner

Rob Skinner

Get Serious with Client Communication – It’s good for business!

Jan-Kolbusz

Jan Kolbusz

Uber reimagined service and taxis, air B&B reimagined accommodation and Xero reimagined
accounting – what’s next for financial planning?

Peter-Estcourt

Peter Estcourt

Helping advisers build an accounting o ering for their clients without the headache of running and owning an accounting business.