This IFA-CONference is an Australian first which brings together the Independent and Non-Aligned Financial Advice Movement, celebrating its success and planning for the future. This is a must-attend event which is exclusively for financial advisers who value their independence and are ready to build a new contract with consumers.
Financial Mappers PRO is a full-featured tool for advisers who want to collaborate with high levels of client engagement throughout the planning and review processes. Financial Mappers Pro allows the adviser to create a forecasted model of the client’s complete financial situation for up to 30 years into the future.
This model shows projected outcomes of the Advisers’ strategy and product advice, and the various visual components of that forecasted model are then reviewed with the client. The model can also be shared online with the client, who can take their own copy. If the client is motivated and fully engaged in the process, they can apply various “what if” scenarios to it, and extract further reports for their guidance and information regarding the modelled strategy. These reports may also generate further points of discussion with their adviser. Clients can also share any changes they make to the model back to the adviser, causing the strategy to be refined and finalised collaboratively.
Financial Mappers could be used as part of an innovative new strategy to attract new clients who require partial, low fee advice. These clients can utilise Financial Mappers after an introduction by the adviser, creating their own strategy model. This model can then be shared with the adviser, along with requested advice on a specific element. These limited advice interactions would constitute the beginning of a longer term adviser-client relationship, allowing full advice to possibly be given in the future.
The keynote speaker at IFA-CON is His Excellency Dr Jose Ramos-Horta (East Timor), founder and former member of the Revolutionary Front for Independent East Timor, Nobel Peace Prize recipient and UN Special Representative. For more information on the IFA CONvention visit the website to find the agenda, speakers and sponsors.
If you are coming to the conference, please come and say hello. If you can’t make it, please contact us through the website, and we will arrange a demonstration of Financial Mappers Pro.
Glenis Phillips, SF Fin
Disclaimer: Financial Mappers does not have an Australian Financial Services License, does not offer financial planning advice and does not recommend financial products.