| "Navigating the Future of Advice" |
| 7.45am | Doors Open for Registration - Coffee/Tea on Arrival
|
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| The Future of Advice - The Evolution of Advice - Leaving Behind Financial Planning | tba
| |
| 8:20am | The Foundation of Advice – Your Proposition - Adding Value - Why Advice Clients will Opt-in - What You Can Expect Today | Jim Stackpool |
| 8:45am | VBFP Session One - An Introduction to Values-Based Financial Planning™; the Art of Building High-Trust Client Relationships | Bill Bachrach |
| 9:15am | BREAK |
|
| 9:30am | VBFP Session Two
| Bill Bachrach |
| 10:45am | BREAK |
|
| 11:00am | VBFP Session Three
| Bill Bachrach |
| Noon | VBFP War Stories | Jim Stackpool & a panel of Australian Advisers |
| 12:30pm | LUNCH |
|
| 1:30pm | 10 Steps to Pricing Advice - The pricing process - Price as a time management tool | Jim Stackpool |
| 2:30pm | BREAK |
|
| 2:45pm | VBFP Session Four
| Bill Bachrach |
| 4:00pm | BREAK |
|
| 4:15pm | VBFP Session Five
| Bill Bachrach |
| 5:15pm | Navigating the Future of Advice - Applying Today’s Outcomes - Your Options, Your Future | Jim Stackpool |
| 5:30pm | CLOSE |
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