The theme of our conference this year is “Straight Up: The straightforward approach to business”, and this is reflected on many facets.

Please click here to download the agenda. 

Our keynote speaker is UK-based Financial Adviser David Braithwaite, and his plain speaking approach cuts directly to the chase. He is Managing Director of Citrus Financial, and his aim is to make financial advice understandable. He fosters a no nonsense approach in explaining complex matters in ways that make sense, and are relevant to his clients.

Complimenting David are Allie Mooney, Linda Guirey and Keith Abraham. Allie is a communications expert who will help our delegates decipher the fundamentals of the ways we communicate. Linda is a motivational speaker with a passion for inspiring people to be the architects of their own lives. Keith will explore with our delegates how to direct their business to achieving goals.

Tying in with this straightforward approach is our revised conference format. We have condensed our programme into one day, removing the Activity Afternoon Programme and the Elective Sessions. This was done in response to feedback, in order to maximise our Advisers’ time, and cut out the “fillers”.