AFA National Roadshow

The Association of Financial Advisers (AFA) conducted its annual National Practitioner Roadshow in July, stopping at seven capital cities as its delivered the message of Adaptive Change – taking advice beyond the horizon.

The roadshow examined the political, societal and marketplace shifts taking place within Australia and their implications for financial advice and how advisers can and should adapt to these forces of changes.

AFA Practice of the Year 2015, Paul Kearney outline how he built an award winning practice and how effective executive leadership has benefitted clients and staff.

AFA Adviser of the Year, David Reed, covered the psychology of retirement, which requires more than a strong financial plan, and how advisers can better engage with people in this space based on his work with research psychologists and gerontologists.

Katie Whiffen, Head of Asset Management Strategy & Implementation at nab looked at recent trends in demographics and the shift in client conversations and portfolio construction, and how those issues can lead to personal opportunities for advice clients.

AFA Chief Executive, Brad Fox unpacked the ideas behind the roadshow’s theme stating that adaptive change requires people to challenge their beliefs and ways of thinking when the paradigms for financial advice have changed and take on the best of the present and the best of the future.

He said advisers were at their best when they were open to originality and creativity and AFA members were known for their passion, engagement and collaboration and were in the best environment for adviser-led originality, intellectual curiosity and new insights for providing life-changing financial advice to Australians.

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