CPd Points 12+ sydney 17 & 18 mARCh 2011 doCkside ConFeRenCe CentRe sydney eARLy biRd sAve $200 book beFoRe 25 Feb 2011 2nd AnnuAl PrActice develoPment congress Optimal practice management fOr fee-Only advisOry firms Aligning practice vision and strategy Risk and growth management Practice regime and workflow management Client profitability vs productivity From clients to raving fans Leadership and high-performance teams
COngRess agenDa Day 1 Session conducted by: Phil Guest, Principal and Private Client Adviser, fROm Clients tO Shadforths Financial Group Raving fans8.00am 10.30am 1.30pmRegistration, arrival tea and coffee morning tea and exhibition aDvisORy fiRm Case stuDy8.50am advising second generation Risk management clientsOpening remarks fromcongress facilitator Michael Burton sheds light on how 11.00am Lachlan Partners is actively engagingMurray Fitzpatrick second generation clients. Michaelwww.murrayfitzpatrick.com.au Risk management in provides some valuable dos and don’ts for the fee-only world managing services to multi-generationalaligning visiOn Failing to properly define and document clients.anD stRategy the scopes of engagement Focusing on the advice vehicles for Selection and management of wealth generation and preservation9.00am appropriate products Building the practice framework for Reasonable basis for advice managing wealth across progressiveCreating a truly great generations Use of risk profilingadvisory business Explaining the risks of advice to Charging for servicesJim Stackpool addresses the key the client in terms the client can Session conducted by: Michael Burton,attributes of what makes a great practice Director and Co-Founder, Lachlan Partners understandwork in a fee-only environment, and what Session conducted by: Claire Wivell Plater,steps need to be made before a vision canbe transformed into a reality. Director, GoldSeal Compliance 2.10pm Aligning practice vision with strategic business planning 11.50am aDvisORy fiRm Case stuDy Driving vision and strategy through managing client retention aDvisORy fiRm Case stuDy practice culture through practice systematisation Setting practice values with employees Overreaching for growth – In our fourth advisory firm case study we and clients pitfalls and dangers examine the evolution of Vivid Financial.Session conducted by: Jim Stackpool, In our second advisory firm case study By focusing on client driven outcomes,Director, SCAT we analyse the practice of 4more People Santi Burridge was able to re-position Pty Ltd. Having experienced tremendous Vivid’s practice direction and address the growth through mergers and acquisitions in big picture issues that were holding the9.50am 2006/2007, 4more People Pty Ltd, like many firm back, including: firms during the GFC, experienced financial What do our clients really value?aDvisORy fiRm Case stuDy and partnership problems. What is the best way to manage theirturning vision into a reality In this session, Peter Audet looks at: family wealth?Having established Guest McLeod in 1974 Dangers practice owners face when What is the best way to deliver thatPhil Guest merged his practice into the trying to find new scope for growth management?“Best Advice Project” in 2007 which saw Preparing the business for obstacles What is the best way we should charge?the creation of the current Shadforths to come And finally, what is the best way toFinancial Group. Linking growth risk management communicate with our clients?In our first advisory firm case study, to strategic business plans Session conducted by: Santi Burridge,we take a closer look at the necessary Session conducted by: Peter Audet, Partner, Vivid Financialalignment of vision and strategy that was Managing Director, 4more People Pty Ltdunderlining the success of Guest McLeodand the lessons for practice principals as 3.00pmthey plan their succession. 12.30pm afternoon tea and exhibitionIn this session Phil Guest will focus on: lunch and exhibition Driving vision and strategy from top-down What is best for you, is best for your clients Aligning practice succession with practice legacy
Valuations and day 2 10.50amgrowth management morning tea and exhibition 8.30am3.30pm Profitability Vs registration, arrival tea and coffeePractice equity management ProduCtiVitywhat is my business worth now? 8.50amPlacing a value on a financial planning 11.20ambusiness is proving more difficult in opening remarks from adVisory firm Case studylight of legislative changes and market congress facilitatorpressures. There has been increased balancing client profitabilitydebate on what the future will hold, and PraCtiCe regime and vs productivitythe impact this will have when you are workflow management Both new and established practice ownerslooking to either expand your business will have to continuously reassess theirorganically or by acquisition. 9.00am client books in a true fee-only businessJoshua Parisotto outlines 5 key elements model. Assessing the profitability of eachthat will need to be discussed, when optimising your practice regime client is not an easy task and in thislooking to acquire a new business, sale practical session, John Woodley discusses Creating a reliable regime for yourof your business or even a review of your the prevailing techniques for assessing practice will mean less time spendingexisting business practices. client profitability vs productivity by today’s dollars, with more time spent focusing on:outcomes include: making tomorrows. True client service advice models Obtain key elements to purchase a Terry Bell will discuss what the most successful practice owners are doing to Selection and engagement process new business focus more of their time and effort on Perception of value Key areas to focus on to increase business value increasing their bottom line profitability. Session conducted by: John Woodley, CEO, How the best advisory firms effectively Fitzpatricks Brisbane Greater understanding of your own practice regiment daily activitiesSession conducted by: Josh Parisotto, Key-drivers for profit through practice 12.00pmHead of Practice Management, IOOF regime Session and speaker: TBC What are the key attributes for “best4.10pm practice”? 12.40pm Why don’t more practices do it?Panel session: Session conducted by: Terry Bell, Partner, lunch and exhibitionroad-maps for practice evolution Business HealthFocusing on road-maps for growth and leadershiP and highdevelopment, takes the emphasis away 9.50am PerformanCe teamsfrom the short-term (band-aid) approachto reacting to change. In this practical implications of behaviouralpanel session we look at a number of 1.40pm finance on practice managementdifferent advisory with a focus on: Investor behaviour post-GFC and building high performance teams Developing our road-map for evolution influence on market cycle Aligning practice growth initiatives to “People don’t leave companies they Decoupling practice profitability from leave managers” employees swings in market moodPanellists include: Philip Enger, Managing “The old age saying, people are your most Keeping your clients and staffDirector, Dollar Growth Group important asset is wrong. People are not motivated in tough investment times your most important asset, only the rightGeoff Whiddon, Director, Dome Financial Formalising rebalancing disciplines people are.” Jim CollinsOther panellists TBC to manage client investment and your Understand the importance of JobFitSession conducted by: Josh Parisotto, business risk and opportunityHead of Practice Management, IOOF and selection Take emotions out of the investment How to screen out pretenders and process5.00pm select future top performers Regimenting client education on Remove emotions from coaching andnetworking drinks greed and fear performance management Session conducted by: Douglas Turek, Session conducted by: Mark Purbrick,6.30pm Managing Director, Professional Wealth Managing Director, Peoplogica Pty Ltd & Bob Van Munster, Head of AustralianClose of day 1 Equities, Tyndall Investments
SEPArAtELy bOOkAbLE hALF-dAy wOrkShOP wEdNESdAy 16 MArCh 8.30 AM - 12.00 PM2.40pm ebit based Valuation for Financial planning FirmsAfternoon tea and exhibition Why ebit? • key components of and ebit based valuation3.00pm • How do i calculate ebit? • What multiple is applicable to my business?Leadership through • Case study examplevision and strategy • review and conclusion Leadershipprinciplesandframeworks Impactofleadershipstylesonothers Workshop presenters Teammanagementanddevelopment Gettingpeopleonboardwithyourvision andstrategySession conducted by: Andrew Mackenzie,CEO, Shirlaws AustraliaCongress key tim Lane, partner patrick Walford John birtLeArning outComes Accru Chartered Associate principal Accountant radar results radar results4.00pmround table discussions with Lead Sponsorkey learning outcomesFacilitated by: Murray Fitzpatrick,www.murrayfitzpatrick.com.au Network Partners4.20pmClose of congress Event Supporters About deALers group We are a multi-disciplinary membership group for private client advisers and family offices. We facilitate the sharing of knowledge and information to encourage the highest standard of advice for private clients in Australia. dealers’ group membership benefits include: Preferredpricing:Discountedattendance PrivateClientAdvisornewsletter:Monthlynewslettercoverstopicalissues relatedtoprivateclientadvisory Dealers’Groupwebsiteaccess:Accesstopapers,researchandpresentations Webinars:Monthlywebinarsdirecttoyourdesktop Privatelunchmeetings:Heldquarterly membership is open to private client advisers only. For more information contact ruth mckenzie on 02 9555 4203 or email@example.com
sPeAkersPhil Guest Peter Audet douGlAs turek sAnti BurridGe PhiliP enGerPrincipal & Private Managing Director Managing Director Partner Managing DirectorClient Adviser 4more People Professional Vivid Financial Dollar GrowthShadforths Pty Ltd Wealth FinancialFinancial GroupJohn Woodley MiChAel Burton JiM stACkPool AndreW terry BellCEO Director & Director MACkenzie PartnerFitzpatricks Co-Founder SCAT CEO Business HealthBrisbane Lachlan Partners Shirlaws AustraliaClAire Wivell MArk PurBriCk Josh PArisotto MurrAy Geoff WhiddonPlAter Managing Director Head of Practice fitzPAtriCk DirectorDirector Peoplogica Pty Ltd Management www.murrayfitzpatrick. Dome FinancialGoldSeal IOOF com.au
to RegisteRWeb www.dealersgroup.com.au R egistration FormFax 02 9810 6746 please RegisteR me FoR:mail The Dealers’ Group 212A Darling Street 2nd Annual Practice Development Congress 2011 Balmain NSW 2041 eaRlY BiRD RegistRatioN Rate – BooK & paY BeFoRe 25 FeBRuaRY 2011eNquiRiesRegistrations Dealers’ Group Members $795 + GST = $874.50Zaf makdum Single Registration $895 + GST = $984.50Tel 02 9555 4203 Service Providers $1095 + GST = $firstname.lastname@example.org Separately bookable Workshop $295 + GST = $324.50membership We have competitive discounts available for bookings of two or more delegates. please Ruth mcKenzie contact Zaf makdum on 02 9555 4203 or email@example.com for further information. Tel 02 9555 firstname.lastname@example.org Membership is open to private client advisers only.sponsorship I am interested in becoming a member of Dealers’ Group.alan DuncanTel 02 8096 3990 staNDaRD RegistRatioN Rate – BooK & paY aFteR 25 FeBRuaRY email@example.com Dealers’ Group Members $995 + GST = $1094.50VeNue Single Registration $1095 + GST = $1204.50Dockside conference centre, sydney Service Providers $1495 + GST = $1644.50The Balcony Level Separately bookable Workshop $295 + GST = $324.50Cockle Bay Wharf, Darling ParkSydney NSW 2000Tel 1300 117 118 please complete the FolloWiNg FoRm: Mr/Ms/Miss Given Names Surname Company/Organisation Position Address City Postcode Phone Fax Email method of payment Cheque – please make cheque payable to Dealers’ Group Pty Ltd Book and pay securely online by credit card using PayPal at dealersgroup.com.au Visa MasterCard AMEX Name of cardholder Card Number Expiry date / Signature Total $ Delegates will receive an email confirmation letter and tax receipt once registered. I am interested in future Dealers’ Group events I DO NOT wish to have my details made available to other organisations cancellation policy Should you be unable to attend a substitute delegate is always welcome at no extra cost. Alternatively a full refund, minus 50% (incl. GST) service charge will be made for cancellations received in writing up to one month prior to the event. Regrettably, no refund will be given for cancellations received later than one month prior to the event. However, a full credit note will be issued. privacy The information you have given will be recorded in our delegate database. Dealers’ Group may also shareThe Dealers’ Group reserves the right tochange the programme without notice. this information with our event partners. Please tick the appropriate box if you DO NOT wish to receive furtherABN 78 117 870 943 correspondence.