Latest insight into client expectations due to be released

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The Association of Financial Advisers' sixth road show kicks off in Hobart on 5 February and will visit Adelaide, Perth, Melbourne, Sydney and Brisbane. As well as helping new advisers prepare for the year ahead, the AFA will also be presenting the initial findings of its latest research into consumer expectations of the financial advice experience, which is due for launch in February.

The GenXt Road Show will provide an optional FoFA-ready master class in most cities, presented by AFA CEO Brad Fox and AFA Chief Operating Officer, Phil Anderson. It is designed to help advisers and licensees understand the FoFA changes and to position their businesses to be FoFA-ready by 1 July, 2013. The master class will also update attendees with insights from the AFA’s ‘Pathways to Excellence’ best-practice research paper, launched at the AFA National Conference last year.

Fox said the road show was a “signature event”, which sought to ignite advisers, particularly new advisers, for the year ahead.

 “It is a great opportunity to connect with peers and hear from some of the best practitioners in advice,” he said.

Key presenters this year include:

  • Matt Hale: The AFA’s 2012 rising star. Hale joined Financial Design for Life as an assistant adviser in 2007, began advising in 2009 and has been a board member on the Warwick Foundation since July 2010, offering support to  cancer sufferers aged between 18 and 40.

“What excites me professionally is providing financial advice to time-poor singles, young families and business owners in the areas of insurance, superannuation, investment and estate planning,” he said.  “I feel I can really help set these people up financially for life.”

  • Dean Lombardo: The AFA’s 2012 excellence in Education award winner and co-founder of Access Financial Management. Based in Melbourne, Lombardo has developed a unique financial planning methodology known as ‘benchmarking’.

“What we believe we have done with ‘benchmarking’ is empowering our clients,” Lombardo said. “Benchmarking helps shift the adviser-client relationship to one of true mentoring and coaching. I will be sharing with GenXt attendees how benchmarking, which uses accountable milestones and integrates adult learning theory, works in practice.”

The AFA’s theme this year is ‘The Age of Consumers’. Planners can register for the road show and FoFA master class on the AFA website.

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