The AGBA Technology Workshop brought to you in partnership with PlanFocus will explore the nuances of the Advice Process from a technology perspective when implementing a Goals Based Framework.  Specifically this workshop will prioritise technology projects, define the key projects and deliverables to the AGBA Membership base.  The Workshop will cover many areas with a specific focus on:

  • Client engagement with goal exploration
  • Data Collection (Fact Finding)
  • Advice Document production
  • Ongoing goal tracking
  • Existing Software tools (hints and tips). How to make them more goals centric.

Date: March 8th, 2018

Venue: Webinar & Sydney CBD

Time: 12:00pm - 2:00pm

Event Speakers

Rob Corben

Director, Distribution, PlanFocus Consulting Pty Ltd