On the 17th and 18th of March 2015, FYG Planners held their semi-annual conference in Newcastle at The Crowne Plaza.
Managing Director Peter Mancell welcomed attendees, including four first time conference attendees. Peter noted since the last FYG conference there had again been growth in adviser numbers, with three new firms joining, bringing with them four new advisers, while one existing firm had added another adviser to staff.
Peter also noted the new FYG premises in Burnie, which also house Mancell Financial Group. A significant step up in facilities for all employees!
Strategic coach Dan Sullivan then started the morning with a presentation on Attitudes At Work.
Joel Teasdel from Dimensional Funds Australia then gave a session on using the Returns Program in Marketing.
Director of Communications at Dimensional, Jim Parker then presented on the Seven Keys to Effective Communication.
Head of MAStech, David Barrett and financial strategy actuary at Macquarie, Luis Sarmiento discussed Efficient Portfolios During Drawdown.
After lunch, Financial Economist of Drew, Walk & Co, Michael Drew gave a critique of the FYG Investment process.
Wade Frazer of Fowlers Group and FYG then gave a presentation on the value of advice where Fowlers had helped to ensure a client could make the most of an income protection claim.
On the morning of Day 2 Peter Mancell and Jason Fowler hosted and open forum covering financial disclosure changes, platform deals, cyber crime, model portfolio allocation and creating clear SOAs.
Belinda Allen, Senior Analyst at CFS’s Market and Research Team presented on Australia’s place in the Global Economy.
Jennifer Forge of Comet Advisers and FYG Planners presented on Myths & Facts About SMSF Data.
Johnathon Pain of The Pain Report presented on the Global Economic Outlook.
Finally, Jason Fowler wrapped up the conference with a discussion on what everyone had done with information they had learned from past conferences.
The next FYG Conference will be held in March 2016 in Melbourne.
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