“We want every individual to come away on June 17, having learned something new, and feeling much more savvy about themselves and their practices”.

The conference will without doubt address many issues facing this industry both next year and in the future.

It is all about Raising the Bar in terms of business practice, in advice to clients, and being able to say with hand on heart as an Adviser that defendable practice ethics are promoted.

It is not the intention of this Committee to scoot around generic issues; we plan to cover in detail the actuals, what people really need to know, and more importantly the tried and tested that works. The evidence of this will come from both specialised Keynote and Business Session speakers.

As an aside from other years, the committee have also decided to include, under the Keynote sessions, a panel debate introducing six professionals from within our ranks. Three speakers will defend the affirmative position and the remaining three will debate the negative.

The Committee felt that as much press and discussion over the past couple of years had been centred on the 1952 paper on portfolio theory that an appropriate debate topic would be: “Should Harry Markowitz have remained a green grocer – is Modern Portfolio Theory dead?”

The debate will be chaired by our conference MC Bob Parker and will no doubt attract a large audience with the challenges it will uncover.

BUSINESS SESSIONS

At Success Forum 2005, there will be 7 Business Sessions – with 5 concurrent sessions for Advanced Risk, Fundamental Risk, Investment, Advanced Investment and Ethics/Best Practice.

Topics will include;

• Advanced Risk: Your PI cover – what it covers, Needs Analysis, Audit Trail & Best Practices, Upselling Clients and creating larger business and Definitions
• Fundamental Risk: MDRT concepts raise the bar, Business Models – Getting to the next level, Life, Trauma & Income Protection when they do and don’t get paid and why, Personal & Business Planning, Life is not about finding yourself, it is about creating yourself
• Advanced Investment: Fixed Interest, Taxation, Caton on China, Researching Finance Companies, Arcus – Asset Allocation, and Hedge Specialty
• Investment: Investment Scams, How to see a business opportunity, Economic Update, Back to Basics: Diversification – Dipping your toes and Property
• Ethics/Best Practice: Best Practice, Succession Planning, How high is the bar – never high enough. Why?

The Business Session spreadsheet will be available in early 2005.

Finally, once again a very special thank you to our sponsors, their continued support is endorsed and much appreciated.

Major sponsors: TOWER and Telecom.
Sponsors: American International Assurance, AMP Financial Services, AXA New Zealand, BT Funds Management, Fidelity Life, Guardian Trust, ING (NZ) Ltd, Lombard Group Ltd, Morningstar, Rapid Ratings Pty Ltd, Russell Investment Group, Strategic Finance Ltd, The Equitable Group.

The 2005 committee wish each and every one of you a safe and enjoyable Christmas and New Year break and look forward to seeing you in the Garden City in June.

Register online CLICK HERE