Practice Development Congress

Melbourne

Thursday 11th Mar 10 – Friday 12th Mar 10

Coverage

The Practice Development Congress convenes some of Australia's very best fee-only practices with some carefully selected consultants. This practical, two-day forum will feature, among others:

1. Benchmarking tools;
2. Operational planning & development strategies; and most importantly
3. Insights from other like-minded business owners.

Programme Overview

Best practice in fee-only advice

• Sustainable fee-only advice management
• Building a world-class wealth management business.

Value proposition, pricing & engagement

• Value propositions - Whether lead adviser, personal CFO or virtual family office?
• Pricing advice on value

Operational planning & development

• The next steps - What are the practicalities and deliverables after making the transition to F4S
• Sustainable business planning for fee-only practices
• Focusing on the future

Benchmarking against the best

• Fee-only advice revolution
• Benchmarking against the industry best

Practice development strategies

• Creating a business development culture across your practice
• Practice development - Insights from successful fee-only advisory practices

Business development & communication

• Emotional intelligence - Take a close look at money and emotions
• Having great rapport with clients
• Leadership for enterprising fee-only practices

Download Event Program

The event program is provided in PDF format. This allows you view and print it high resolution. You will need the free Adobe Acrobat Reader software to view these file types.

Download Program

Event Blog

The event blog contains downloadable papers and documents as well as an open Q&A forum for all your questions before or after the event.

View Blog