On the 5th and 6th of March 2018, we held our semi-annual conference in Melbourne at The Royce Hotel.
Bob Fowler opened the conference, welcoming several first time conference attendees, two prospective advisers and a large number of existing FYG Planners conference faces. Attending for the first time since joining FYG were Thabojan Rasiah of Rasiah Private Wealth, Ryan Muir of Ross Merrick Financial Services and Michael Jones of Financial Solutions Geraldton.
The first session was presented by Barry LaValley, founder of the Retirement Lifestyle Centre, Canada. Barry’s session was about creating the ideal client experience.
The second morning session was taken by James Trude, Regional Director at Dimensional, who took the group through the key finding from 2017’s adviser benchmarking survey.
After lunch, Ellie Gould, author of ‘Secrets of Cancer Survivors‘, presented a session on Surviving and Thriving During Massive Change.
Scott Keefer of A Clear Direction presented on his business today and how he tracks his business progress at A Clear Direction.
The final two sessions of the afternoon were taken by Dan Solin of Solin Consulting. Firstly, Dan talked about Strengthening Relationships and in the following session conducted exercises on Strengthening Relationships.
The night’s dinner was attended by AFL legend and Brownlow Medalist , Robert DiPierdomenico, who gave an entertaining after dinner speech.
Day 2 began with a presentation on Cyber Crime by Cyber Security Special Adviser to the Department of the Prime Minister, Alastair MacGibbon.
The following morning session was taken by Colin Williams of CoreLogic Comparator who presented on business performance benchmarking.
After morning tea, FYG Managing Director Peter Mancell and FYG Executive Director Jason Fowler ran through what was new at FYG Planners.
Nigel Stewart, Chairman of Stewart Partners then followed with a presentation on Health Challenges and Financial Optionality.
The final session before lunch was taken by Paul Fowler of Fowler’s Group who presented on the value of trauma insurance.
After lunch, Barry LaValley returned to take the final session on helping clients through their retirement.
FYG management were extremely pleased with the standard of content presented from all internal and external sources. Feedback from external presenters has been strong and feedback from advisers has been extremely positive.
The next FYG Planners conference will be held in Cairns during August 2018.