FinForward 2017

Warwick and Hayley recently attended FinForward, hosted by David Koch (Kochie) at the Sofitel Sydney Wentworth. With an agenda packed with quality speakers, we were eager to absorb as much information as we could and network with like minded peers.

Warwick and Hayley recently attended FinForward, hosted by David Koch (Kochie) at the Sofitel Sydney Wentworth. With an agenda packed with quality speakers, we were eager to absorb as much information as we could and network with like minded peers.

Whilst everyone that spoke had us engaged, there were some that really stood out:

John Eagles

  • Angus Wood and Christopher Zinn introduced us to Adviser Ratings, ‘the menulog of financial advice’
  • Former Wallabies captain, John Eales, revealed his 8 themes for peak performance.
  • Shara Evans suggested what the future might hold with some fascinating technological innovations and research projects from around the world.
  • Our hearts warmed as Kate Jordan at Clayton Utz detailed the charitable steps they take that help us to be seen as a profession.
  • Gabriella Conlon from Google gave us a peek into how culture and innovation drive Google to ship and iterate but also to fail well.
  • We learned of some jaw-dropping demographics from Bernard Salt who always entertains.

Returning back to the office, Warwick and Hayley put their noggins together and came up with the top 5 take outs from FinForward 2017:

Angus Wood

  • Quality online presence is mandatory – 92% of customers read online reviews before making a purchase decision on a product or service. In addition there are 2 new users to LinkedIn every 2 seconds.
  • Engage with beneficiaries to survive the wealth transfer – 66% of beneficiaries sack their parent’s adviser once receiving an inheritance. These people want to be taken in under your wing and coached so that they can be a part of building their wealth.
  • Innovation comes from everywhere – The builders of Google Maps were two Australian men who worked out of their garage. They had a mission that mattered and focused on what their user wanted. Google provided a culture that allowed this idea to grow.
  • Continually research and develop your changing customer – As advisers ‘we need to take the complex and make it simple, then take the simple and make it compelling’ – John Eales.
  • Omni-channel customer experience – Provide a client experience where clients can interact on their terms and decided what level of engagement they want. Manage various digital platforms in the background that will help you know your client. Utilise short, sharp, entertaining bites of information to target millennials.

This event was perfect for anybody that is interested in growth. We were treated to an array of helicopter views to help frame the way ahead. We learnt of technologies, concepts and tools that will allow us to adapt to the future. As advisers, we were shown the importance of researching and developing our ever changing clients and growing to suit their wants and needs. There were a range of people at this event, that walked away having added to their knowledge bank.

Warwick and Hayley give FinForward 2017 four thumbs up. Great speakers, great presentations, great format!

We would love to hear what you thought of FinFoward, what pearls of wisdom did you find?

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