As the advice and licensee landscape continues to evolve, advisors are increasingly forging their own paths, becoming business owners as well as advice professionals. The Engine Room community, underpinned by the regular podcast of the same name, is about the ‘business of business’, the ‘under the hood’ aspects of running a profitable, growing practice. Our Engine Room panel session will share expert – best practice – insights across value propositions, compliance, profitability and ethics, to help you steer your practice on a sustainable, upward trajectory.

Adam Crabbe has over 25 years of financial services experience encompassing financial planning and adviser education. He is a co-author of Zurich’s award-winning Cost of Care whitepaper, is a fellow of FINSIA, a contributor to various CPD content on life insurance, and holds both the CFP and risk life Specialist designations. Adam joined Zurich in 2018 following five years as a senior analyst for insurance product research, a role in which he was instrumental in developing an industry framework for Approved Product construction, performed comprehensive due diligence on insurance products, and helped in the selection of products and strategies that have assisted financial advisers to achieve the best interest outcome for their clients.