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Showing 61 - 70 of 300 results for "Delegates"

Advisers: Keep your clients off A Current Affair

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
Sunsuper chief economist Brian Parker told delegates at the AFA National Adviser Conference their role is to ensure their clients don't end up a case study for A Current Affair. Ending his presentation on the state of the global economy this week, Parker ...

Reforms impact adviser mental health

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... hospitals, homeless shelters and schools before founding Mindstar. In identifying if someone is at risk, Williams told delegates of the red flags to look out for including becoming distant from family or friends; not replying to texts or calls; being ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
... 72% of people who have never received financial advice would consider it." In presenting the white paper to conference delegates on Thursday, CoreData principal and founder Andrew Inwood said the research found the personal brands of advisers have remained ...

Aged care RC will spook Aussies into advice

HARRISON WORLEY  |  THURSDAY, 11 OCT 2018
Delegates today heard the impending Royal Commission into aged care could serve as a catalyst for more Australians to access financial advice. While presenting a focus session on the new age of aged care, Challenger technical services manager Sean Howard ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity. The UK-based founder of OMG Marketing & ...

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
Demographics Group managing director Bernard Salt told delegates at the 2018 AFA National Adviser Conference that financial advice is the business to be in after Australia's sustained period of economic growth. Salt took the conference audience through ...

Perception is everything: Kewin

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
... also growing the profession and making it an aspirational career path for school leavers," he said. Also addressing delegates, AFA vice president Michael Novak said advisers should hold their heads high for all they do for their clients. "The reassurance ...

Random questions forge deep connections

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... learned it only takes a few questions to create deeper connections with clients. At a dedicated session, first time delegates were asked to meet new people by finding "random common ground." Facilitating the session, Next Evolution Performance chief ...

No time for complacency: AIST

KARREN VERGARA  |  WEDNESDAY, 5 SEP 2018
... she said, noting AIST will examine these recommendations closely. IFM Investors chair Garry Weaven, who also addressed delegates, said this period presents an opportunity for super funds, banks and the government to collaborate - as "strange" as that ...

Philanthropists must move beyond the hierarchy

DARREN SNYDER  |  WEDNESDAY, 5 SEP 2018
... address but also "how to do philanthropy" - which is two distinct skillsets. Opening the conference to more than 500 delegates, Philanthropy Australia chief executive Sarah Davies said managing the trade-off between head and heart is a never-ending balancing ...