AFA National Practitioner Roadshow 2017 Resource Kit

 

 

 

 

 

Thanks for coming along to this important National Practitioner Roadshow as we showcased both the ‘theory’ and ‘practice’ of how leading businesses are adapting to change and making our own successful adjustment to this exciting profession.

 The MyRetirement regime started 1 July and Andrew Lowe from Challenger discussed the financial advice opportunities available from these legislative changes. To delve deeper into retirement adjustment we also explored the emotional side of retirement with Dr Joanne Earl from Flinders University and Faculty, PortfolioConstruction Forum. This was an in-depth look at the last stages of retirement. 

 AFA Award winners Henderson Maxwell and Darren Johns also shared their ways of doing things in practice, with a particular focus on client engagement.

Wrapping up the Roadshow we had best-selling author and illustrator Matthew Johnstone, partnered with CommInsure. Matthew focused on how to build your own mental resilience by providing tools and techniques to deal with stress. His evidence based research findings form the basis of his new book due out in 2018.

Please click on the links below to access the presentations and resources from the presenters at the Practitioner Roadshow 2017.

 

Philip Kewin

AFA CEO

 

AFA Vision, Code & Code Monitoring Scheme

Click to view the presentation and video resources

 

AFA Practice of the Year 2016

Sam Henderson

CEO, Senior Financial Adviser, Host of Sky Business’s Your Money Your Call

Tony Davison

General Manager, Henderson Maxwell and Senior Financial Adviser

 

Adviser Best Practice in Action

Click to view the presentation and video resources

Andrew Lowe

Head of Technical Services, Challenger

 

Sustainable income streams to support wellbeing in retirement

Click to view the presentation and video resources

 

 

Dr Joanne Earl

Associate Professor, Flinders University and Faculty, PortfolioConstruction Forum

 

REQ; the emotional side of retirement

Click to view the presentation and video resources

 

Nick Hakes

GM of Member Services, Partnership & Campus AFA

 

Re-thinking and redefining adviser education: A New Advice Competency Framework

Click to view the presentation  and video resources

 

Darren Johns

Founder, Align Financial and AFA Adviser of the Year 2016

 

Adviser Best Practice in Action

Click to view the presentation and video resources

 

Matthew Johnstone

Author, Illustrator

 

Stressed Spelt Backwards is Desserts

Click to view the presentation and video resources

Drawn from experience - Illustrations from Matthew Johnstone

AFA Foundation

Click here for more information about our charity partners at this year's roadshow

 

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