Lead Adviser Forum
| Sydney | Monday 9th Aug 10 |
| Melbourne | Thursday 12th Aug 10 |
Coverage
Focusing on the evolving nature of private client advice in this country, the Lead Adviser Forum features 4 different advisory firms all of which are positioned as lead advisers to their clients.
The point of difference for attendees will be the different styles of clients these lead advisers businesses service, while aiming to build long-term relationships with key stakeholders who assist in the delivery process.
If you are moving to a true fee-only business structure or want to develop or change your advice model, the Lead Adviser Forum will provide a platform to benchmark your own processes with the view to enhance relationships with clients but also develop long-term equity in your businesses.
Programme overview
New world advisers
- Principles for the lead adviser model
- Fee structures for lead advisers
- Case-study: Lessons learnt from transitioning to a lead adviser engagement
Building the business you want
- Building your lead adviser business
- Knowing how it works and then wanting to do it!
- Case study: - Practice growth through supply chain integration
Creating your dream team
- Selecting and retaining top performing employees
- Understand the importance of JobFit
- How to screen out pretenders and select future top performers
- Remove emotions from coaching & performance management
Rapport & connection
- Adviser/client relationship
- Engagement & connection
- Case study: - Frameworks for client engagement and external referrals
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.
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.