Key Notes

Presentations for, on or about relevant topics of a financial services nature.

Stock-standard key notes.

Presentations on our services and their underlying themes.

Sourcing of professional speakers from the industry.

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Key Notes

Planning Trends

David Kop

There are six key trends changing the face of financial planning, from regulation to technology. I unpack these trends and what it means for Financial Planners

Compliance by the client and not by the book

David Kop

With the regulatory environment changing to focus on principles, I provide insights into how financial planners can change there mindset and deliver client outcomes rather than tick box compliance

Insane Prospecting

Jason Bernic

Prospecting is about getting in front of potential new clients. In this 45-minute fun and informative presentation, Jason talks not only about what you need to do, but who you need to be, to build your business through new client acquisition.