The future: it’s more important to discuss than ever before. Change is happening at an unprecedented rate. If we don't keep an eye on the future as well as navigate the now, many businesses will die a quick death.
Our leaders have more than ever to grapple with: delivering value to shareholders and clients, as well as creating fair and inclusive working environments. How they do that is being closely scrutinised by the media – more than ever before since the Royal Commission.
I have always found it fascinating to learn from the horse’s mouth, so to speak. Having a firsthand look at what leaders in our community are thinking and acting on is more insightful than reading secondhand articles about them.
Which is why I am so pleased we had the opportunity to make Future Talk – in collaboration with the leaders at UBS Asset Management, who decided investing in thought leadership about the big picture of financial services was worth their time and resources. Thank you for that.
In the very first series of Future Talk, you will see leaders like Geoff Lloyd, who is now running the only real surviving wealth business from a big-four bank. It’s resourced, funded and got big plans – his view of the future is fascinating. Also his attitude to the Royal Commission, and why we need to hold the findings close to us an industry.
You will also get to know the young liberal senator who knows more about our industry than most. Andrew Bragg is ex Financial Services Council in policy, and he knows his stuff. And to say he is not a fan of many parts of our industry is not exaggerating. He speaks his mind, and whether you agree or not with his views, they are worth hearing. This is a man who is going places.
One of my favourite female leaders, Sally Loane, also joins us. Her ex ABC polish make her a pleasure to watch - she is a fantastic representation of the best of women leaders in our industry.
Her honesty about her own superannuation shortfall, and her obvious conviction for educating women about finances is a leading voice in the ongoing struggle for financial equality between men and women. A critical issue, as more women over 50 than ever before are on the poverty line.
And the AFA’s Phil Kewin has a candid discussion about the load advisers have been carrying since Royal Commission. His long term commitment to see the industry survive and reinvent itself is obvious. He is a thoughtful leader with a commercial head – and is adamant the adviser business model needs to be profitable, for the good of both adviser and client.
It’s a great first season, and the first time we have invited Bryce Doherty, the managing director of UBS Asset Management, to host. It’s a peer-to-peer leadership discussion, which makes it different than the usual press interviews you might see. His down to earth approach to the task makes it a show that you not only learn from, but enjoy watching.
So enjoy season 1 of our latest education program, Future Talk. We really enjoyed making it.
The opinions expressed in this content are those of the author shown, and do not necessarily represent those of No More Practice Education Pty Ltd or its related entities. All content is intended for a professional financial adviser audience only and does not constitute financial advice. To view our full terms and conditions, click here.
The sad reality is that many of the people advisers are most passionate ....