Consilium Growth Forum

If you are an adviser looking to grow your business, this is an event not to be missed. Gain insights from business leaders, industry experts and fellow advisers on how they have achieved growth in their own practices.

Our newest must-attend event is here, tailored specifically for advisers looking to achieve growth in an ever-evolving landscape.

The Consilium Growth Forum: Strategies to grow your financial advice business provides an unmissable opportunity to gain insights from business leaders, industry experts and fellow advisers. An exciting line up of guest presenters, including Dan Allison from the USA will cover:

THE POWER OF REFERRALS
Valuable insights into how you can use referrals to boost your business, without feeling salesy.
BUILDING A SUCCESSFUL ADVISORY BUSINESS
Discover the traits of a prosperous financial advisory business from an industry expert, including 7 hard won business lessons you'll want to know.
INDUSTRY LEADERS SHARE THEIR INSIGHTS
Uncovering new opportunities, creating efficiencies and implementing growth strategies into their own practices.
INTERACTIVE PANEL DISCUSSION FROM FELLOW ADVISERS

If you're ready to move your business to the next level, register to attend this exciting event!

Tickets: $295 incl GST per person Date: Wednesday 27 March 2024, 9am - 5pm
(includes lunch & morning/afternoon tea) Join us for tea and coffee from 8:30am

Click here to register and secure your spot

Our Sponsor – Strategi Group

We are delighted to work with Strategi Group to bring you this exciting new event. Strategi provides compliance, consulting and training to the financial services and professional services sector. At this event, you will have the opportunity to hear David Greenslade, Managing Director, share his vast experience and insights on what it takes to be a prosperous financial advisory business in New Zealand.

International Keynote Speaker

Dan Allison

Adviser Referral Expert & Founder – Feedback Marketing Group
Have you ever wondered why your clients and professional partners don’t give you as many referrals as they could? Have you ever felt uncomfortable asking for referrals? Have you ever felt like all the referral approaches you see feel like canned sales techniques? If so, this training session is for you.

With a background in clinical and behavioural psychology, Dan has interviewed thousands of advisers' top clients to learn why they do and do not refer their advisers to more people. These interviews have uncovered the conversations advisers need to be having with their clients and COI’s to earn more referrals without feeling salesy.

David Boyle – Conference MC

Industry Commentator
David is well known for his passion regarding financial capability, financial advice and helping Kiwis improve their overall financial wellbeing. With over 40 years in the financial services industry, he has seen it all.

Previously heading up the sales and marketing at Mint Asset Management, David spent four years at the Retirement Commission working on changes to KiwiSaver as part of the Retirement Income Policy Review, participating in the Government steering group to review the Financial Adviser Act and helping to establish financial capability in schools through the Sorted in Schools programme. David held General Manager roles with ANZ Wealth in distribution and funds management and was a member of its leadership team.

David is a director for LYW Consulting and chairs both Whai Rawa Funds Limited and Stand Tu Maia. He is also a board member of Play It Strange. David writes regularly for Stuff and appears as a guest on Radio New Zealand with Katherine Ryan on the Nine to Noon Show.

David Greenslade

Executive Director, Strategi Group
Discover the key traits of a prosperous financial advisory business in New Zealand in this intriguing session with David Greenslade. With a track record of establishing three successful financial advice businesses of his own, David has been instrumental in guiding 20+ advice businesses to reach over $10 million in value.

For the first time, David will share his own journey of personal and business wealth generation, revealing the seven key lessons that can help business owners achieve success – without going through similar missteps.

Through Strategi Group, David has unparalleled insights into the entire financial services sector in New Zealand – a rare opportunity to learn from his experience of what works, and what does not.

Guest Presenters

Scott Alman

Managing Director,
Consilium
Scott is the Managing Director of Consilium and has been a leader in the Australasian financial services sector for more than 30 years. As founder of Consilium, Scott has led the business to exceptional growth, staying true to its founding principles to champion professional financial advice and those who deliver it.

As one of the first generation of certified financial planners, Scott has been a pioneer within the profession, particularly in the areas of fee for service and financial literacy. He has received peer recognition through published articles, speaking engagements and collected multiple awards.

Nick Crawford

Senior Client Director,
The Private Office
With over 23 years as a wealth manager, Nick has built a business with a primary focus on advising people with sudden, often unexpected wealth. His forte is helping his clients adapt, plan and preserve their capital.

The wealth may be the result of an inheritance, loss of a partner, divorce, lotto win, sale of a business, insurance payout or a rise to fame in the sports or entertainment areas. Nick’s empathy with clients and ability to build long term trusted relationships has been pivotal to the success of The Private Office.

Tom Stanley

Investment Adviser/Director,
Amicus
Tom Stanley joined Amicus in June 2021 as an Investment Adviser and Director after working in investment banking (Sales and Trading) in the UK and Hong Kong.

Prior to his time abroad, Tom consulted as a structural engineer in the aftermath of the Christchurch earthquakes, and played rugby in the Hawkes Bay.

Since joining Amicus, Tom has leveraged his experience in adopting a culture of continuous improvement, implementation of automation, and the development of processes that have enabled efficiency and more scalable client outcomes.

Ben Brinkerhoff

Head of Advice,
Consilium
As Head of Adviser Services for Consilium, Ben works with over 120 independent financial advice firms across New Zealand and Australia, helping to grow and develop their ideal advice practice and articulate their value and investment proposition.

Ben has over 20 years’ experience in financial services including Chief Operations Officer of Index Funds Advisers in the United States and in various economic consulting roles in the US and abroad. Ben was the founding chair and is a long-time member of the Investment Committee. Ben is a frequent speaker at industry conferences and a prolific author writing many articles and whitepapers, and recently published his first book, A Little Book of Financial Wisdom — Clarity in the midst of a financial crisis, a collection of articles written in the midst of the COVID-19 crisis.

Information

Accommodation

Cordis Hotel, Auckland
83 Symonds Street
15% off best available rate on all room types (excluding promotions). Book your stay at Cordis Hotel, Auckland here. Select your dates and SEARCH for available rooms.

Non attendance

If you are unable to attend the conference, please let your Client Relationship Manager know in advance. You will otherwise be catered for and there may be a charge for non-attendance.

Dietary requests

If you have not already notified us at time of purchase, please let us know if you have any dietary requirements for catering purposes. Send an email to Donné Threadwell at donne.threadwell@consilium.co.nz

CPD Hours

Your attendance at the conference will earn you 6 structured CPD hours. Names will be submitted to Financial Advice NZ to have the certificate sent directly to your email address.

Register today!