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Schedule
Auckland- Monday Sept, 21 – This event is now online
Theme for the Day : Bounce, change and opportunity
The focus of this day is on the future and the changes we face both globally, nationally and in our own businesses.
Conference 9:00am–1:00pm Masterclass 1:15 pm-2:45pm
Online
Event details
- 8:15 am – Registration Opens
- 9:00 am – Introduction – Katrina Shanks
- 9:05 am – Keynote Speaker – Future Crunch (AUS), Dr Angus Hervey and Tane Hunter (virtually)
- Future Crunch are dynamic, relevant and energetic speakers who provide intelligent, optimistic thinking about the future.
- Topic Overview : Technological disruption requires us to learn faster than we ever had to before. Behaviours we’ve honed for decades are becoming obsolete in a few short years. Combined with a generational mindset shift in how we view the world, many are wondering how to remain relevant. What’s the key quality for success in this world of constant change?
You’ve heard of IQ and EQ; this century belongs to those that are quick to read and act on signals of change. People with a high Adaptability Quotient (AQ): the ability to thrive in unpredictable environments. Instead of being really good at doing one thing, adaptive people are really good at learning how to do new things.
Drawing on the latest insights from the worlds of technology, neuroscience and management, this talk reveals why the best predictor of success is how individuals and organisations embrace rapid experimentation. You will walk away with an understanding of what it takes to foster AQ, how to identify it in others, and how it can be a superpower for anyone looking to maintain an advantage in the next economy
- 10:00 am – Economic Update – Sharon Zollner, ANZ Chief Economist
- Economic overview of NZ Economy with a view to the future – how will we bounce, the change which will occur and the opportunities which will arise.
- 10:40 am – 5 minute video clip / Interview
- 10:45 am – Morning Tea
- 11:30 am – Panel Discussion
Facilitator – Adrian Pickstock, Director at Quad Consulting Limited
Panellists –- – Tony Falkenstein, CEO and Founder of Just Water
– Ryan Sanders, CEO and Founder of Haka Tourism Group
– Thomas Dietz, CEO and Founder of WOOP
– Wendy Thompson – Socialites
– Marissa Fong – Angel Investor
- – Tony Falkenstein, CEO and Founder of Just Water
- An interview of business leaders and their views on the current economic environment, bounce, change and opportunity in the future
- 12:25 pm – Regulation update on Full Licensing Conditions and Transitional Licensing – John Botica, FMA and Derek Grantham, FMA
- 12:55 pm – Wrapup
- 1:00 pm – Day closes
- Please note: there is no Masterclass for the Auckland conference. This will be held at a later date
Wellington – Tuesday Sept, 22
Theme for the day : Data security for private information and unsecure client data.
This day provides a global overview of the future of technology (broadcast from USA) with a view to look at cybersecurity and the cloud.
Conference 9:00am–1:00pm Masterclass 1:15 pm-2:45pm
James Cook Hotel Grand Chancellor
Event details
- 8:15 am – Registration Opens
- 9:00 am – Introduction – Katrina Shanks, CEO Financial Advice NZ
- 9:05 am – Keynote Speaker – Erik Qualman (USA), Digital Leader (Virtually)
- Topic Overview : Digital Leadership and Innovations.
Leaders in the Exponential Age are made—not born. We are also living in the golden age of data, distraction and disruption. The key to winning in this new world is grasping the 5 Habits that all successful leaders practice to achieve success and happiness. Embracing these habits will help you become more productive, reduce stress and drive success. Erik Qualman is entertaining, educating, and empowering. - Key Takeaways:
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+ What technologies are emerging? Merging?
+ The 5 Habits all digital leaders practice
+ Why simple is critical, but simple is hard
+ Producing & protecting your best Digital Stamp
+ The art of being Flawsome: failing fast, failing forward, failing better -
“You’ve made such a difference for us — it’s hard to articulate the different types of positive impact your virtual messages have had.” — Disney
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“His depth of insight and breadth of examples have prompted us to shift our thinking on leadership by design.” — Starbucks
- 10:00 am – Panel Discussion
- Faciltator : John Bolton, Squirrel
- Panelists : We will the following panelists joining us :
- – Petra Luicoli from Delta Insurance
– Liz MacPherson from Office of the Privacy Commissioner
– Marc Barlow – Consulting Partner, InPhySec - This high powered panel will discuss going to the cloud and cyber security. This will include protecting people’s personal data when stored online and what to do when things go wrong.
- 10:40 am – 5 minute video clip / Interview
- 10:45 am – Morning Tea
- 11:30 am – Workshop
- Facilitator : Marc Barlow, Consulting Partner, InPhySec
- IT Security Audit – How safe are you? This workshop is will go through the aspects of an advice business discussing the potential risks and checking what protections you have in place. Participants will be given tools they need to build adequate security across their advice business
- 12:20 am – 5 minute video clip / Interview
- 12:25 pm – Regulation update on Full Licensing Conditions and Transitional Licensing – John Botica, FMA and Derek Grantham, FMA
- 1:00 pm – Break
- 1:15 pm – Masterclass – Disclosure Requirements (registration required with boxed lunch included) – Leigh Hodgetts, Compliance & Training Specialist
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Are you ready for the new disclosure requirements?
Come along to our Masterclass and work through practical examples on how to implement the various stages of disclosure in your advice process and business. We will work through a case study on a business, including website (publicly available information), advice documents and how to clearly disclose how you are paid for your advice. This session will surely stimulate good discussions with fellow attendees and help inform you on your obligations at a practical level. - 2:45 pm – Day Closes
Christchurch- Wednesday Sept, 23
Theme for the day : Customers and building trust relationships
The day will allow you to understand the importance of trust and how they are built over many platforms and the behavioural change required for on-line relationships.
Conference 9:00am–1:00pm Masterclass 1:15 pm-2:45pm
Rydges Latimer
Event details
- 8:15 am – Registration Opens
- 9:00 am – Introduction – Katrina Shanks, CEO Financial Advice NZ
- 9:05 am – Keynote Speaker – Matt Church (AUS), Thought Leader (Virtually)
- Bringing trust online: Matt Church, a leadership expert, founder of Thought Leaders, and author of ten leadership books so far shares thoughts on how to build trust online. From camera settings to relational needs he builds out a 3 step practical smorgasbord of ideas for how giving advice looks right now. This session will include tips on how to triage a client’s current emotional state, meet their core emotional drivers and build out illustrated frameworks for commitment. Matt will finish the session introducing his empathy mapping process from his book Sell Your Thoughts.
- 10:00 am – Interview / Panel Discussion
- Faciltator : Dean Logan, Financial Adviser, Logan Smythe
- Panelists : We have 3 panelists joining us :
– Charlotte Walshe, CEO at Jade
– Paul Donaldson, General Manager Pegasus Bay Winery
– Colin Mansbridge, CEO, Crusaders - Trust increases when each experience (online, face to face, website, social media, service) is congruent and positively reinforces the promise. We will interview our business panelists to talk about how they gain trust from a person and how trust shifts from one person to another through experiences of engagement.
- 10:40 am – 5 minute video clip / Interview
- 10:45 am – Morning Tea
- 11:30 am – Workshop
- Facilitator : Professor Ekant Veer, University of Canterbury
- Workshop Outline: Building Trust in a Chaotic World
This workshop will provide practical tools for building a brand that clients and stakeholders can trust, especially in an increasingly chaotic and digitally connected world. We first explore what a ‘brand’ means and how this can be explored from multiple perspectives. From here we look at ways in which digital technologies can be used to establish and maintain trust in yourselves and brands. We conclude with practical tips for maintaining brand trust as practices grow, client demands change and the business environment becomes more changeable. The session would be particularly relevant to those looking to build their online presence, understand how to use social media beyond an advertising platform, those wanting to improve their connections in a disconnected landscape and those just looking to build trust in their brand in the eyes of their clients.
- 12:20 pm – Wrap Up
- 12:25 pm – Regulation update on Full Licensing Conditions and Transitional Licensing – John Botica, FMA and Derek Grantham, FMA
- 1:00 pm – Break
- 1:15 pm – Masterclass – Disclosure Requirements (registration required with boxed lunch included)
-
Are you ready for the new disclosure requirements?
Come along to our Masterclass and work through practical examples on how to implement the various stages of disclosure in your advice process and business. We will work through a case study on a business, including website (publicly available information), advice documents and how to clearly disclose how you are paid for your advice. This session will surely stimulate good discussions with fellow attendees and help inform you on your obligations at a practical level. - 2:45 pm – Day Closes
Dunedin- Thursday Sept, 24
Theme for the day : The power of advice versus selling
This session will highlight the difference between the advice and selling and how to transform your business accordingly.
Conference 9:00am–1:00pm Masterclass 1:15 pm-2:45pm
The Dunedin Centre
Event details
- 8:15 am – Registration opens
- 9:00 am – Introduction – Katrina Shanks, CEO Financial Advice NZ
- 9:05 am – Keynote Speaker – Keith Abraham (AUS), Passionate Performance, (Virtually)
- The power of Advice Versus Selling. Keith delivered two extremely well subscribed webinars during our Bring in the Experts Series and the feedback from both sessions was sensational.
- Topic Overview : Now more than ever before your Customers are looking to you as an Adviser to guide them through these challenging and changing times. In this session, Keith will share with you time tested strategies on how to forge a great connecting with your Customer and move from transaction-based advice to a Total Needs-Based Advice. For this Customer-Centric approach to be embedded as part of your Business DNA there are three elements that you will need to master if you want to become the True Trusted Adviser for your Customers. In this highly interactive and engaging presentation, Keith will share with you …
– The 3 proactive behaviours you will need to focus on in order to demonstrate that you are a Needs-Based Adviser, rather than a product provider.
– Review the 4 parts to creating a world-class solution providing a memorable experience for your Customers.
– The 5 motives that your Customers need you to meet in order for them to build a great long term connection and relationship.
– You will discover there are 3 attitudes you need to amplify in your business and the 3 not negotiable standards you need to have to create a Customer-Centric Culture.
- 10:00 am – Interview / Panel Discussion
- Faciltator : Stephen O’Connor
- Panelists : The Panelists joining us
– Rhodes Donald, Director, Polson Higgs
– Dean Logan, Financial Adviser, Logan Smythe
– Brenda Nom, Financial Adviser, Brenda Nom - We will have a team of panelists discussing the transformation in their businesses from being more sales/services orientated to being more advice focussed and the increase in the value proposition to the customer. This change was transformation to their business – what where the drivers for change, how did they implement the change and what were their key challenges.
- 10:40 am – 5 minute video clip / Interview
- 10:45 am – Morning Tea
- 11:30 am – Workshop
- Facilitator : Cecilia Farrow, Consultant, Thrive Consulting
- This workshop will provide an overview on concepts of explicit, implied and implicit customer needs and the consultative advice journey through the phases. This workshop will include case studies and examples where attendees will define the needs from customer statements.
- 12:20 pm – Wrap up
- 12:25 pm – Regulation update on Full Licensing Conditions and Transitional Licensing – John Botica, FMA and Derek Grantham, FMA
- 1:00 pm – Break
- 1:45 pm – Masterclass – Disclosure Requirements (registration required with boxed lunch included) – Leigh Hodgetts, Compliance & Training Specialist
-
Are you ready for the new disclosure requirements?
Come along to our Masterclass and work through practical examples on how to implement the various stages of disclosure in your advice process and business. We will work through a case study on a business, including website (publicly available information), advice documents and how to clearly disclose how you are paid for your advice. This session will surely stimulate good discussions with fellow attendees and help inform you on your obligations at a practical level. - 2:45 pm – Day Closes
Register Now!
Click below to register for the 2020 Financial Advice NZ Virtual Conference
Financial Advice NZ Conference 2020
Contact us
Organiser : The Conference Team NZ
Contact : Alton Craig
Address : 5/337 Harewood on the Park, Christchurch, 8543
Ph : 03 359 2606
Email : alton@conferenceteam.co.nz
Website : www.conferenceteam.co.nz
Disclaimer
The information detailed on the website is correct at the time of publication. The convenors reserve the right to change activities, topics and presenters where necessary. Neither the organisers (The Conference Team Ltd) nor the convenors shall be liable for any loss caused by the cancellation or abandonment of the event where such cancellation is due to Force Majeure. The term “Force Majeure” means any circumstance beyond the reasonable control of the organisers including but not limited to war, hostilities (whether war be declared or not), terrorism, aircraft hijacking, military operation, riot, civil war, rebellion, civil commotion or unrest, pandemics or natural disasters, Acts or Regulations of government, refusal to grant visas, explosions, transport delays, transport difficulties and the insolvency of airline carriers. The organisers will use all reasonable efforts to conduct the event despite the intervention or occurrence of any such cause. Changes will be notified on this website