National Practitioner Roadshow 2016 Resource Kit

 

 

The AFA 2016 National Practitioner Roadshow examined the political, societal and marketplace shifts and the implications these have on financial advice. The Practitioner Roadshow showcased two great advisers and AFA Members and how they are adapting their business models and client conversations to re-imagine how financial advice can be provided to position themselves for the future. 

AFA Practice of the Year 2015, Paul Kearney and AFA Adviser of the Year 2015, David Reed, shared their journeys on how they built Award winning practices and the reasons behind embarking on a new direction to adapt their advice offer. 

Katie Whiffen, Head of Asset Management Strategy & Implementation at NAB, also discussed the recent trending shift in client conversation and portfolio construction, and how those big issues can lead to personal opportunities.

Please click on the links below to access the presentations and resources from the presenters at the Practitioner Roadshow 2016.

 

 

David Reed

AFA Adviser of the Year Award Winner 2015

 

Societal Shifts: The psychology of retirement

Please click here to view David's presentation and video resources 

 

 

 

Katie Whiffen

Head of Asset Management Strategy and Implementation for NAB

 

Societal Shifts: Making the big picture issues relevant for your client

Please click here to view Katie's presentation and video resources

Click here to receive more information from MLC on longevity

 

Paul Kearney

AFA Practice of the Year Award Winner 2015

 

Market Shifts: On thinking like a CEO - Imagineering & Creating Futures

Please click here to view Paul's presentation

 

 

Brad Fox

Chief Executive Officer - AFA

 

Political & Marketplace shifts: The adaptive profession

Please click here to view Brad's presentation

 

 

 

Nick Hakes

General Manager - Member Services, Partnerships & Campus AFA

 

Adaptive Change – Taking advice beyond the horizon

Please click here to view Nick's presentation and video resources 

 

 

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