ifa Business Strategy Day
10th (Sydney), 11th (Brisbane) and 12th (Melbourne) of March 2015
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.”
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!