PRACTICAL CASE STUDY:
Creating Scalability as a Solid Base on Which to Grow your Business

Ian Shipway, Director of Investments, Bluefin Wealth Management

Understanding Why Cashflow Forecast is Essential to Help your Clients Achieve their Lifestyle Objectives

Julie Lord, Principal, Bluefin Wealth Management

Increasing the Value of your Business to Make it More Attractive to Potential Buyers

Barry Horner, CEO, Paradigm Norton Financial Planning

ROUNDTABLE DISCUSSIONS

This interactive format is designed for the audience to comment on the key topics presented during the day, discuss their pressing issues and learn from each other. Networking and benchmarking your ideas have never been easier. The following topics will be discussed during the roundtable discussions:

• How do you know when your business is scalable?
• Exploring the art or succession planning and what buyers look for in the businesses they buy
• Why is CAR the key to independence?
• Assessing a client's tolerance for risk and loss: as the adviser do you understand what is meant by "risk"

Bringing the WOW Factor to your Business by Integrating Financial Life Planning

Bruce Wilson, Managing Director, Helm Godfrey
Adam Young, Managing Director, Dragonfly

Ensuring Your Staff is on Line and Prepared to Deliver on your Proposition

Practically Assessing the Right Level of Risk your Client is Prepared to Take and Communicating Investment Risk in a Language that He/She Can Relate to

Stephen Tucker, Managing Director, The Fry Group

PANEL SESSION:
Winning and Retaining your Clients’ Loyalty in the Long Term and Forecasting your Future Revenue Stream More Accurately by Adopting an Effective Customer Agreed Remuneration (CAR)

Rebecca Taylor, Managing Director, Dunham Financial Services
Richard Bertin, Partner, Asquith & Partners LLP
Peter McGahan, CEO, Worldwide Financial Planning
Dennis Hall, Managing Director, Yellowtail Financial Planning