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ifa Business Strategy Day

10th (Sydney), 11th (Brisbane) and 12th (Melbourne) of March 2015

How are you preparing for the Robo-Advice Invasion?

Next month, our Managing Director – Julian Plummer is speaking at the inaugural ifa Business Strategy Day and the team at Midwinter are delighted.

Kicking off right after lunch, Julian will be part of a panel of speakers weighing in on the topic:

Robot rock – turning technology into business success

Some of the issues surrounding this theme that Julian and the other panelists will be sinking their teeth into include –

  • Technological challenges and opportunities on the horizon
  • Strategies to combat the robo-advice trend
  • The future of platforms and adviser software

This is a great opportunity for Midwinter to provide useful insight to advisers and other industry professionals about how we believe technology is shaping the future of advice, what this means for advisers wanting to keep up with the current client market and the role thatAdviceOS is playing in helping advisers utilise technology to provide scalable advice services. As enthusiastic forerunners in the financial planning software industry, we are excited to have the chance to answer the big questions on what has become an essential part of day-to-day business for all planners.

Julian is looking forward to participating in this live discussion enormously, as well as listening in on the other interesting subject matters being put forward on the day.

Click HERE to see the full agenda.

Speaking of the upcoming event, Julian has said, “With the impending arrival of robo-advice, the marginal cost of providing advice will decrease dramatically and in boardrooms across Australia, there will need to be some serious strategies being developed to combat this disruption. I’ll be delving deeper into what I believe advisers should be doing to survive the invasion during my session.” 

For those of you who have already registered to attend ifa’s Business Strategy Day, we look forward to seeing you there.

If you are yet to register and are keen to attend this CPD awarded event, Midwinter have teamed up with ifa magazine to offer our readers an extended early bird offer – entitling you to 25% off the standard rate of your registration. All you need to do is type in the promo code “midwinter” when completing your registration.

Click HERE for more details and to save your seat to what promises to be an incredibly insightful day!

Why choose Midwinter ?

ADVICE FOCUSED

ADVICE FOCUSED

Designed to make the advice process easy

CUSTOMER SUPPORT

CUSTOMER SUPPORT

Qualified customer support staff

PROVEN TRACK RECORD

PROVEN TRACK RECORD

Award winning software

SECURITY FOCUSED

SECURITY FOCUSED

Designed with strict security protocols

WEB BASED

WEB BASED

Available anywhere at any time

COMPLIANCE FOCUS

COMPLIANCE FOCUS

Designed with your compliance needs in mind

INDEPENDENCE

INDEPENDENCE

Independent from dealer groups and product providers

ENGAGE YOUR CLIENTS

ENGAGE YOUR CLIENTS

Client focused tools that add to your value proposition

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