A more efficient way to access CPD
The Ensombl All Licensee PD Day is a licensee-agnostic one-day professional development event, giving advisors access to 10 CPD-accredited sessions from leading speakers.
It’s the most efficient way to make a real dent in your annual CPD needs, and with an average attendance of over 1,800 advisors, it has quickly become the largest single-day PD event on the calendar.
Tapping into themes curated from Ensombl community discussions, all 10 sessions are handpicked to specifically solve the problems getting in the way of delivering great advice.
Event Agenda
Engine Room Panel Hosted by Andrew Rocks
Adam Crabbe
Risk Strategy Specialist at Zurich
Andrew Rocks
Engine Room Podcast Host
Engine Room Panel
Hosted by Andrew Rocks
Adam Crabbe
Risk Strategy Specialist at Zurich
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.
About the presenter:
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.
Andrew Rocks
Engine Room Podcast Host
Session 1
SESSION 1
Delivering a Scaled High Net Worth (HNW) Offering
Jacqui Fernley
Chief Investment Officer
This session will look at the opportunity facing advisors to create a scaled High Net Wealth Offering. With a focus on Managed Discretionary Accounts (MDAs), we will discuss how to deliver exceptional value to your HNW clients to help you grow and scale your wealth practice while maximising client satisfaction and expanding your offering
Session 2
SESSION 2
Behavioural Investing: Managing Behaviour Biases and Investor Outcomes
Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
This session offers a deeper dive into human behaviour, investing biases and discussing what behavioural biases exist for investors and how we commonly see this play out in investment markets – including how to use these to enhance your value proposition. He will also offer practical insights for financial advisers to construct advice, investment and cash flow management strategies to better work with investor behaviour rather than against it.
Session 3
SESSION 3
Retirement Income Philosophy
Justine Marquet
Head of Technical Services
Session 4
SESSION 4
Building the Digital Advice Firm of the Future
Racheal Collogan
Business Development Manager
However there are a group of financial advice firms, AdviceTech Stars, who have embraced digital transformation, and do it well.
In this presentation, we draw on the experiences of these firms and our latest AdviceTech research to introduce a new framework for advice firms to support their digital and technology transformation efforts.
For example, we examine how leadership plays a crucial role in setting the tone for an adaptive culture and provide the necessary resources for upskilling.
You will learn how shifts in your culture, leadership model and mindset, capital allocation and change management processes to supercharge your digital transformation efforts.
LUNCH
Session 5
SESSION 5
Value of Advice
Neil Rogan
Managing Director
This session will take advisors through the latest research on this topic which is now in it’s seventh year, helping advisors find that the real value in your advice may not be where you think it is.
Session 6
SESSION 6
Charting Disruption
Billy Leung
Investment Strategist at Global X
Explore how to effectively identify and evaluate innovation within thematic investing. This session will focus on real world examples, such as using AI in drug discovery, as a case study, and will discuss how the DISRUPT Framework can be applied to distinguish lasting opportunities from short-term trends.
Session 7
SESSION 7
Strategic Insights: Advice Opportunities for Professionals
Mark Neil
Strategy Consultant at Life Risk Strategies & Coaching
In this presentation, we delve into the unique needs of professionals, understanding that a one-size-fits-all approach is not sufficient for this discerning clientele. To effectively cater to their unique needs, we must develop personalised solutions, including risk strategies, that align with their individual circumstances.
BREAK
Session 8
SESSION 8
The Power of Long-Term Investing – The Contrarian View
Eric Marais
Investment Analyst
After a long economic cycle dominated and driven by a select few asset classes, sectors, and securities, it’s easy for investors to believe that what has been true in the past will also hold true in the future. But as truly long-term investors appreciate, every cycle turns, and those with skewed expectations can get burnt. Fortunately, for investors who recognise the behavioural biases that can influence investment decisions and past performance cycles, exciting opportunities exist to take the other side of a bet—often with an asymmetric payoff.
Session 9
SESSION 9
Engine Room – Best Practice Insights
Adam Crabbe
Risk Strategy Specialist
Andrew Rocks
Host at Ensombl Engine Room Podcast
Nathan Jacobsen
Chief Executive Officer at VBP
Chesne Stafford
Executive General Manager at AZ NGA
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.
Session 10
SESSION 10
Practices of the Future
Warrick Hanley
Managing Partner at FTZ Advice Partnership
The market for advice is starting to segment between efficient suitable solutions that can solve common financial planning tasks and more professional options that cater for families with more complex needs. This session explores how advisers can think about engaging and delivering their value to the more complex segment of advice and investigate how this can differ to traditional financial planning. With an eye on the future this session will explore some thoughts on how a more professional styled practice could impact businesses in areas such as talent retention, profitability and required skills needed by professionals.
Q&A Hosts
Ben Nash
Founder & Financial Advisor
Former Host of the Ensombl Advice Australia Podcast
Patrick
Gardner
Head of Technology
Ensombl AdviceTech Podcast Host
Peita
Diamantidis
Co-Founder & Financial Advisor
Ensombl AdviceTech Podcast Host
James
Wrigley
Principal Advisor
Ensombl Advice Australia Podcast Host
Andrew Rocks
Co-founder
Ensombl Engine Room Podcast Host
Ben Nash
Founder & Financial Advisor Former Host of the
Ensombl Advice Australia
Podcast
Patrick Gardner
Head of Technology
Ensombl AdviceTech
Podcast Host
Peita Diamantidis
Co-Founder & Financial
Advisor
Ensombl AdviceTech
Podcast Host
James Wrigley
Principal Advisor
Ensombl Advice Australia
Podcast Host
Andrew Rocks
Co-founder
Ensombl Engine Room
Podcast Host
What Advisors Say
I love that technology allows me to look after my kids and still participate in the ALPD Day. Well done Ensombl!
FREE
- Access to virtual platform to join event from anywhere
- 10 virtual CPD education sessions solving relevant problems in advice
- Access to real-time online chat to discuss and collaborate with your peers
- Access to additional resources provided by our presenters
- Auto Generated Ensombl accredited CPD certificate emailed one week after the event.
- Face-to-face collaboration and learning with industry thought-leaders
- Fully catered, with barista coffee, morning/afternoon tea and lunch
- Merchandise designed to help you get through a big day of education
- End-of-day social networking event to connect and share with other advisors from small and boutique practices
$197
- Access to virtual platform to join event from anywhere
- 10 virtual CPD education sessions solving relevant problems in advice
- Access to real-time online chat to discuss and collaborate with your peers
- Access to additional resources provided by our presenters
- Auto Generated Ensombl accredited CPD certificate emailed one week after the event.
- Face-to-face collaboration and learning with industry thought-leaders
- Fully catered, with barista coffee, morning/afternoon tea and lunch
- Merchandise designed to help you get through a big day of education
- End-of-day social networking event to connect and share with other advisors from small and boutique practices
Proudly Supported by:
Awards
As featured in
DISCLAIMER: The Ensombl website and all content contained on the website are limited to general information. It does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial advisor.