All advisers want to be the cornerstone of a client’s financial life, helping them through every big decision from buying their first property to planning their estates. But how do you provide enough value to become that trusted adviser, there every step of the way?
Come along to the myprosperity 2018 Roadshow from May 30th to June 14th, and discover how advisers are using the platform to create lifelong engagement with their clients. Stopping in Adelaide, Perth, Hobart, Melbourne, Sydney, and Brisbane, we’ll share key business updates and highlights from our 2018 product roadmap, as well as insights from some of our best performing advisers.
You’ll walk away with practical tips on how to better engage your clients and generate revenue opportunities both within the platform, and via a growing ecosystem of innovative partners.
If you’re contemplating how to drive stickiness within your customer base and weather the transition through an industry undergoing unprecedented change, you won’t want to miss this event.
The Jones & Co Room, Henry Jones Hotel
(Hobart Roadshow 2018 venue)
7:30AM: Registration, breakfast and coffee
8:00AM: Presentations begin
– Chris Ridd, CEO, myprosperity – Welcome, industry and key business updates
– Stephen Jackel, CIO, myprosperity – Highlights from the 2018 product roadmap
– Expert panel with Partners on lessons learned and practical tips
9:30AM: Presentations end
National Enablement Manager
Director & CEO
Change Accountants & Advisors
Adviser – Director
DW Mathers & Co
Lifetime Accountants & Advisers
Founding Director & Wealth Mentor
Managing Director & Adviser
Principal Financial Planner
Lime Financial Planning
Wealthmed Australia Pty Ltd
SMSF Specialist Advisor & Managing Director
Millhaven Financial Services Pty Ltd
Birling Wealth Management