FPA Professional Practice workshop
This workshop is a dedicated session for our FPA Professional Practice community and will focus on sharing best practice ideas and strategies to enhance your practice.
What are your best clients not telling you?
In this highly interactive workshop, Rod Bertino and Terry Bell from Business Health will compare the different attitudes and approaches of financial planning practices when seeking feedback from their clients and how they shape up to the broader marketplace. The workshop will cover:
• What clients (just like yours) think of the services they’re receiving from their adviser
• What can be learned from this feedback
• What some advisers are now doing as a result
Alisdair Barr, founder of Grad Mentor, will also share tips on how to attract and develop the best financial planning talent within your practice.
This workshop is complimentary and open to those working in an FPA Professional Practice. 3 CPD hours (Capability). Lunch provided.
Alisdair Barr is the Founder and Managing Director of Grad Mentor whose sole purpose is to raise awareness of financial planning as an exciting and rewarding career path to ensure the future of the profession. Grad Mentor only works with new entrants to the profession and in the process interviews hundreds of university graduates a year. Most of the graduates end up working in small to medium financial planning firms so through this process and experience many lessons have been learnt.
"Terry is a principal of Business Health Pty Limited. Business Health is headquartered in Sydney and was established in 2000 to provide practical “down to earth” assistance to businesses with particular emphasis in the financial services industry. Terry has had (unfortunately!) many years experience in a variety of senior management, business development and operational roles. Through his consulting he has been able to help businesses position themselves for success in the 21st Century. His knowledge of market trends and business structures, both in Australia and internationally has allowed many professional advisers to build valuable, profitable, sustainable and relevant practices."
Rod is a partner of Business Health Pty Limited, one of Australia’s leading practice management groups. While formally qualified in science, Rod’s career to date has been spent in the financial services industry – the last 25 years specifically working with adviser-based distribution. Before joining Business Health in 2002, Rod held a number of senior roles advising on key distribution issues. Rod has extensive experience in practice development and leading change in small/medium sized advisory firms and also acts as business coach to a number of premier financial advisers.