Genxt Connect Tour 2016 Resource Kit

Genxt is an incubator for forward thinking advisers. New advisers starting in our profession and existing advisers with a
future-orientated mindset, have grown with the support of the Genxt community to be leading advisers and owners of
award winning practices. By bringing a fresh approach to client conversations and adopting new ways to deliver
financial advice, Genxt advisers find cool ways to connect knowledge with progress.

At this pivotal point for our emerging profession, Genxt has the keys to enable the future. The Genxt Connect Tour
2016 demonstrates the ‘power of the rookie’ and provide you with the tools and practical client conversations for a
new way of thinking.

Please click on the links below to access the presentations and resources from the presenters.

 

Stewart Bell
Business Coach & Founder, Audere Coaching & Consulting
Changing the game: What advice firm’s can learn from Silicon Valley’s success

Please click here to view the presentation preview
Please click here to access the presentation and resources

 

Chris Unwin
Chris Unwin Training & Consulting Services
Risk perspective: Helping Genxt advisers motivate GenY clients to value the miracle product

Please click here to view the presentation preview
Please click here to access the presentation and resources

 

Matt Heine
Joint Managing Director, Netwealth
Investment perspective: A fresh approach to unlocking client psychographics, investment strategy, and business opportunities

Please click here to view the presentation preview
Please click here to access the presentation and resources

 

Charles Badenach
Principal, Main Street Financial Solutions
AFA Excellence in Education 2015 Winner
AFA Advisers in Action
Adviser Perfermance - Helping your clients understand your advice strategy

Please click here to view the presentation preview
Please click here to access the presentation and resources