Extract maximum value and hear what's relevant for you and your business during the Meet the Professionals sessions at our Future Ready Advice Summits.
Pick and choose which sessions are the most relevant for you to attend during our two Meet the Professionals sessions, which gives attendees the opportunity to access professionals in areas such as marketing, mental wellness, governance and more.
Choose from two sessions from the four pillars, with different options at the different locations.
Click here to see the full programme
Auckland (15 March 2023)
| Pillar |
Sessions (attendees to pick two) |
| Governing my business |
- Governing 101 in the new licencing regime, here for good putting the G in ESG with Compliance and Governance Consultant at Compliance Refinery, Melanie Purdey
- Creating a QA programme with Director of Rosewill Consulting, Karty Mayne
- IT Solutions with Director of Marksmen IT, Zoltan Mark
|
| Managing my business |
- Locums - who will manage my practice when I'm not there? with Head of Industry Engagement of Partners Life, Mark Banicevich
- Combining tech and staffing to reduce your exposure and navigate the new regime with confidence with the CEO of The Advice Platform, Ryan Edwards
|
| Growing my business |
- Attract, retain and develop your future workforce; increasing representation of Māori & Pasifika financial advisers with Industry Engagement Lead of Ringa Hora, Elkan Seaga
- The art and science of increasing value for clients with Founder and CEO of Elevate Sales, Simon Carsten
- Passive vs Active : Is the debate over with Executive Director - Institutional and Adviser Business of BetaShares, Vinnie Wadhera
|
| Wellbeing and Community |
- Growing financial literacy for Māori in Aotearoa with General Manager of Whai Rawa, Sam Kellar
|
Wellington (14 March 2023)
| Pillar |
Sessions (attendees to pick two) |
| Governing my business |
- Governing 101 in the new licencing regime, here for good putting the G in ESG with Compliance and Governance Consultant at Compliance Refinery, Melanie Purdey
- Creating a QA programme with Director of Rosewill Consulting, Karty Mayne
|
| Managing my business |
- Locums - who will manage my practice when I'm not there? with Head of Industry Engagement of Partners Life, Mark Banicevich
- Combining tech and staffing to reduce your exposure and navigate the new regime with confidence with the CEO of The Advice Platform, Ryan Edwards
|
| Growing my business |
- Attract, retain and develop your future workforce; increasing representation of Māori & Pasifika financial advisers with Industry Engagement Lead of Ringa Hora, Elkan Seaga
- Breaking through the ceiling – proven strategies for growing your business how and not in the future! with Owner of Frank and Fearless, Adam Harris
- Passive vs Active : Is the debate over with Executive Director - Institutional and Adviser Business of BetaShares, Vinnie Wadhera
|
| Wellbeing and Community |
- Growing financial literacy for Māori in Aotearoa with General Manager of Whai Rawa, Sam Kellar
- Building communities, social justice and leadership with Financial Adviser at Rival Wealth, Tim Fairbrother
|
Christchurch (21 February 2023)
| Pillar |
Sessions (attendees to pick two) |
| Governing my business |
- Governing 101 in the new licencing regime, here for good putting the G in ESG with Compliance and Governance Consultant at Compliance Refinery, Melanie Purdey
- Creating a QA programme with Director of Rosewill Consulting, Karty Mayne
|
| Managing my business |
- Locums - who will manage my practice when I'm not there? with Head of Industry Engagement of Partners Life, Mark Banicevich
- Combining tech and staffing to reduce your exposure and navigate the new regime with confidence with the CEO of The Advice Platform, Ryan Edwards
|
| Growing my business |
- Attract, retain and develop your future workforce; increasing representation of Māori & Pasifika financial advisers with Industry Engagement Lead of Ringa Hora, Elkan Seaga
|
| Wellbeing and Community |
- Growing financial literacy for Māori in Aotearoa with General Manager of Whai Rawa, Sam Kellar
|
Ensure you're future-ready now and register here.
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