I head out to Cairns early in the morning for the 2015 AFA Conference. It only seems like yesterday I was packing to attend last year’s event, certainly not considering anything other than how fortunate I was to be considered as a finalist for the Adviser of the Year Award.
The AFA crew and 2014 AFA award-winners are back from our Roadshow travels through every state – and what an amazing two weeks we have had with our advice community!
It has been a while since I last put pen to my AOTY diary. Our clients had to come first, to say nothing of myriad end-of-financial-year tasks. July will be another busy month as we send out our Fee Disclosure Statements and, this year for the first time, our Opt-In letters (renewal of existing service agreements). This introduces a whole new level of testing whether our service is delivering what the client wants.
l am so glad I was able to share some ideas with the Gen XY Adviser group last night and that they were ideas they felt they could use. Every step we take towards providing financial literacy for our clients reduces the vulnerability of new investors.
Established last year, this ever growing group of young professionals come together to share. If you have been reading my diaries you will know that I strongly support the idea that we can only grow if we grow together and that to actually find out what is ‘best practice’, we need to share this as well.
One of the issues I had when undergoing the Award judging process last year was a fear that, under a microscope, we might be seen as not delivering the best service in the best way to our clients.
Out of this came a desire not only to share what we do, but to encourage other advisers to come and share what they’re doing.
My second Roadshows trip is over, this time Adelaide and Perth. What a team they have at Zurich Life and Investments! The behind-the-scenes planning ensured a seamless outcome rehearsed to ensure a professional and enjoyable experience for the delegates.
The pressure is building this month. With Roadshows and interviews filling my diary, I find myself running from first interviews to recording file notes to whiteboarding strategies. While I love this new-client engagement and the need to find solutions, I normally do prefer to do it with less intensity. The teaching component of our on-boarding process, however, is pure joy; there’s nothing I savour more than watching these new investors learn and take control of the decision-making
Upon our return to work after the New Year break, I sat down with my team to plan the coming months. It’s promising to be quite a busy year! The AFA Award commitments are already quickly filling up the months ahead; here’s a sample of some upcoming events and appointments in my diary.
Looking back to last October, the AFA Award ceremony feels like a dream. In fact, it still seems incredible that there is an award plaque, with my name on it, gracing our reception desk. While we take great pride in setting the highest benchmark possible for delivery to our clients, I did not consider what we offer in my business to be either ‘thought-provoking’ or ‘leading’. However, accepting the nomination has inspired me to put a spotlight on every process we undertake in our office.