Agenda

Tuesday
22 August 2023

09:00 - Opening and Welcome
09:10 - Keynote - How your advice is making clients unhappy
Humans are not wired to make good financial planning decisions. Indeed, the very focus of financial advice may well be making your clients less happy, not more. In this talk Chris Budd brings together knowledge from academic research, psychology and religions to show why this is, and what you can do about it.
Speaker: Chris Budd, Founder of the Institute for Financial Wellbeing (IFW), Author of Several Books on Financial Wellbeing, and Founder of Ovation Finance Limited
09:45 - Panel Discussion 1: CRM or CR%*#&!?
Johan Bester, Head of Business Development, AdviceTech
Robyn Clay, Director at Linktank and Hadeda
Adam Carolan, Co-founder of Nextgen Planners

10:45 - Keynote - Hyper-Personalisation in Financial Planning: A Game Changer
Financial planners can adapt recommendations to each client by using systems that analyse massive amounts of client data, from spending habits to risk tolerance. This strategy recommends investment and planning techniques and allows for customised service, from communication preferences to financial reporting. Hyper-personalisation uses data and technology to tailor financial advice and services to each client's goals.

Speaker: Georgina Smith, Head of Distribution and Client Services at INN8
11:20 - Choose Your Own Adventure: Option 1 - Giving Advice Abroad
Hugo van Zyl, Tax and Cross Border Advisor at Taxforum
Mathys Briers-Louw, Lawyer, Foreign Exchange and Fiduciary Specialist at Twenty2
Vincent Heys, CEO of Wealthstack
11:20 - Choose Your Own Adventure: Option 2 - Why is my business not growing? And how to fix it.
Grant Newland-Nell, National Practice Development Manager at PPS
Rob MacDonald, Head of Strategic Advisory Services at Fundhouse
David Kop, Co-Founder of FI Consult

12:30 - Panel Discussion 2: How much is my business really worth?
Glenda Labuschagne, Managing Director at Brokerspace
Ian McMaster, Executive Director at Financial Solutions 4 Professionals (fs4p)
Mandy Murphy, Business Management Specialist at Old Mutual Wealth
13:15 - Insight Sessions
13:15 - Roland Gräbe - Old Mutual Wealth
13:25 - Michael Summerton - INN8
13:35 - Johan Bester - AdviceTech
13:45 - Glenda Labuschagne - Brokerspace
13:55 - Rizanne Oosthuisen - ProfileMe
14:05 - Martha Koekemoer - Commspace