Award Launch May Hosted by Inspire

Transcription

1 Award Launch May 2016 Hosted by Inspire Join us for a morning of inspiration, insights and professional development as we celebrate the launch of the 2016 AFA & TAL Female Excellence in Advice Award. Hosted by the Inspire Community of Practice, the program will deliver valuable tools and techniques to enhance professionalism, leadership, adviser and business performance. We look forward to connecting with you at the events! PROUDLY BROUGHT TO YOU BY

2 Introduction It seems not so long ago that the AFA launched the Female Excellence in Advice Award at the 20 National Adviser Conference with our Award partner TAL. At the time, the award was a ground breaking initiative. Now into its 6th year we are proud of the heritage and momentum that this Award is creating. In 2013, and quite separately to the Award, the AFA launched the Community of Practice - Inspire. The knowledge domain of Inspire is to connect women in advice and encourage them into adviser and leadership roles, and also to think about how we encourage more women to seek quality financial advice. It is great to see many other initiatives and research recognising the important role women play in our workforce, this is especially true in financial advice. Today, both of these initiatives are important components of the AFA s offer. Through the Female Excellence in Advice Award process we have showcased some extraordinary advisers doing great things for their clients. And Inspire has helped increase the number of women in our membership to nearly 30%. We are delighted to host you at our first Inspiration Day. Our program will launch our Money, Wellbeing and the Role of Financial Advice - A gender-based approach White Paper in conjunction with TAL, Rebecca from Beddoes Institute and the 2016 Female Excellence in Advice Award. The 2015 winner, Sharon Walker and National President, Deborah Kent will share their secrets of success and finally, Vicki Writer will inspire you further with her 7 laws of empowerment. Hope you enjoy the show. Brad Fox AFA CEO Inspire State Chairs Christine Swanson INSPIRE National Chair Julia Shortinghuis WA Inspire Chapter Erin Truscott QLD Inspire Chapter Chair Adrienne Rush VIC Inspire Co Chapter Chair Sharon Hills NSW Inspire Chapter Chair Catherine Robson VIC Inspire Co Chapter Chair AFA and TAL Female Excellence in Advice Award Launch 2

3 Venue & Dates ADELAIDE Tuesday 17 May Hackney Hotel 95 Hackney Road Hackney SA 5067 MELBOURNE Tuesday 24 May Crown Towers Level 1, Palladium Level 8 Whiteman Street, Southbank VIC 3006 PERTH Wednesday 18 May Hyatt Regency 99 Adelaide Terrace Perth WA 6000 BRISBANE Wednesday 25 May Moda Events Portside Level 2, Portside Wharf 39 Hercules Street Hamilton QLD 4007 Price SYDNEY Thursday 26 May Doltone House Hyde Park 181 Elizabeth Street Sydney NSW 2000 Members: $55 Non-Members: $85 Table of 10: $550 AFA and TAL Female Excellence in Advice Award Launch 3

4 Program 9.00am am (30 mins) Arrival, Registration and Tea & Coffee 9.30am am (10 mins) Welcome AFA Inspire Community of Practice MC Inspire State Chair Christine Swanson, National Inspire Chair 9.40am am (30 mins) Money, Wellbeing and the Role of Financial Advice - A gender-based approach research findings White Paper - Professionalism & Leadership Dr Rebecca Sheils, Beddoes Institute Presentation of critical issues and insights captured through the research paper tailoring advice to women and men am am (25mins) AFA Advisers in Action - Adviser Performance Sharon Walker, 2015 Female Excellence in Advice Winner Sharon will speak about her journey and how she overcame obstacles as an introverted female in the male dominated finance industry am -.10am (35 mins) Complimentary morning tea.10am -.25am (15 mins) A story of transformation - Business Performance Deborah Kent, Integra Financial Services & AFA National President.25am -.35am (10 mins) AFA Awards Launch of the 2016 Female Excellence in Advice Award Professionalism & Leadership Niall McConville, General Manager Distribution, TAL.35am pm (45 mins) Keynote Address: Dare to achieve: 7 essential laws for living an empowered life Adviser Performance Vicki Writer, The 360 Solution 12.20pm pm (5 mins) Wrap & Close - Inspire State Chair AFA and TAL Female Excellence in Advice Award Launch 4

5 Synopsis & Learning Outcomes Dr Rebecca Sheils Director, Beddoes Institute The AFA, TAL and Beddoes Institute white paper Money, Wellbeing and the Role of Financial Advice - A gender-based approach proves that financial advice make a significantly positive contribution to the overall health and well-being of the Australian community. Specifically the research identifies the differing needs of advice clients across both gender and generations and the benefits they experience. Through applying the findings of this research, advisers will discover new opportunities for growth that result from stronger client advocacy and referrals, stickier client relationships and achieving greater breadth in the services that clients ask them to provide, with a particular focus on female clients. Sharon Walker Senior Financial Planner, NAB financial Planning Sharon will speak about her journey and how she overcame obstacles as an introverted female in the male dominated finance industry. She will tell you about how she has been able to use goal setting to improve client relationships and to succeed personally and professionally. Deborah Kent AFA National President and Principal, Integra Financial Services Celebrating 20 years of owning and operating her practice, Integra Financial services, Deborah has constantly transformed the business over the years to meet the changing world of advice. In that time, she has also transformed herself through resilience, developing a positive mindset and a willingness to learn. This has helped Integra overcome many challenges through the years, creating the business that it is today. Vicki Writer Owner & Inspirer at the 360 Solution Imagine what you could achieve or what your life would be like if you were given the operating model for your brain? When you learn how to motivate yourself and understand how our internal maps shape our actions and decisions, you can maximize your effectiveness by learning to adapt your communication style to speak another person s language. By understanding the internal unconscious filters that impact our perceptions on the world and how we make sense of what is going on around us, we become empowered to take personal control and transform our results across every area of our life. AFA and TAL Female Excellence in Advice Award Launch 5

6 AFA National Partners AFA Advice Community Platinum Silver Bronze Member Benefits Diamond Family of brands Family of brands Ruby Sapphire Financial Planning Media Partners AFA and TAL Female Excellence in Advice Award Launch 6