Every challenge presents an opportunity to grow. Financial advisers who can adopt the right attitude and equip themselves with proven strategies, innovative technology, and a sound business plan will thrive in today’s challenging business environment.
Considered Australia’s best professional development day for independently minded and self-licensed advice, CFMG Capital will form part of the agenda with General Manager Andrew Thomson invited to sit on an expert panel to discuss strategies for diversification and alternative investment options. Moderated by ifa Editor Sarah Kendell, it will likely be a wide ranging discussion covering a variety of topics both directly related to CFMG Capital opportunities, as well as commentary on the investment markets and advisor challenges.
The theme of the ifa Business Strategy Day 2020 is “Into Action”, with an agenda designed specifically to help advisers drive productivity and profitability in their businesses. This event will inspire delegates to take responsibility for their success and gain new strategies to help them rise above the challenges of a rapidly changing industry. Below is a snapshot of what will be covered on the day:
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Meeting the expectations of younger clients
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The results of an effective strategy
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Change leadership and the value of empathy
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Putting behavioural economics to work
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Retirement strategies
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Robo-advice – the hybrid approach
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What’s next? Successful strategies to realise the value of your business
With the current challenges in the equity markets, constantly moving and evolving compliance obligations for advisors – being nimble, understanding alternatives and appropriate options for each client has never been more important. With a thirst for yield driving investors into the alternative space, Andrew will share the successes of the CFMG Land & Opportunity Fund and talk about what a typical investor might look like.
Over the next two weeks, these events will be held in Brisbane, Melbourne, Sydney and Perth.