On the 6th and 7th of March 2017, our AFSL dealer group held our semi-annual conference in Coogee Beach at The Crowne Plaza.
Reflecting the continued growth and enthusiasm within the AFSL, the attendance was the highest yet for an FYG Planners conference. Bob Fowler opened the conference, welcoming eight new first time conference attendees among a large number of regular conference faces. Bob acknowledged FYG’s ongoing growth with three new advisers from three new firms joining since the last conference in August. Bob also welcomed the staff of a new firm in the process of joining FYG.
The first session on Day 1 was presented by All Blacks mental skills coach, Gilbert Enoka. Gilbert gave a fantastic presentation on ‘Great to Great’. Showing why he is so well regarded in high performance sporting circles.
Gary Spencer of Spencer Private Wealth and FYG gave a case study presentation on the Value of Advice and how he helped a client realise significant value and future peace of mind.
Emmanuel Macrides of Dimensional presented on Taking Your Business to the Next Level.
James Trude of Dimensional presented on Creating & Delivering a Great Client Experience.
David Barrett of Macquarie went through upcoming Super Changes from July 1 2017.
Peter Mancell & Jason Fowler of FYG moderated a session on fee structures across FYG.
The final session of the day was taken by Michael Sheekey of ATC Advisers and FYG, who hosted a business Q&A on how he grew his business since joining FYG Planners.
Day 1 was capped off with dinner, attended by former Australian cricketer and host of Sydney Weekender, (and Peter’s old friend) Mike Whitney, who gave an engaging dinner speech before hosting an entertaining sports quiz.
Day 2 started with Dante de Gori of the FPA delivering a presentation on Dealing with Legislation & Government.
Next up, Peter Mancell & Jason Fowler of FYG, along with Scott Pappas & Julie Scurfield of Vanguard and Stephanie Weston of Genworth, took a session on challenging FYG’s investment process and the improvements Fowler’s Group helped identify for FYG portfolios.
Christoph Schnelle of In Your Interest Financial Planning and Danny Maher of Fiducia Private Wealth Management took a session on Claiming the Fiduciary High Ground and Leveraging Being Part of FYG Planners as a privately owned AFSL.
Finally, Peter Mancell and Jason Fowler took an open forum for discussion, along with highlighting what’s new at FYG since the last conference.
FYG management were extremely pleased with the standard of content presented from all internal and external sources. Feedback from external presenters was strong. While several regular FYG attendees considered it the best conference they had attended in their time since joining the dealer group.
The next FYG Planners conference will be in Canberra in August 2017.