our families mean business! victoria advisers “kick start” meeting 20th march 09

Our Families Mean Business!

VICTORIA ADVISERS “KICK START”

MEETING20th MARCH 09


What we will talk about

• Adviser update and overview – Chris Jones

• FBA organisation update – Philippa Taylor

• Adviser survey – Steve Dowling

• Open Forum – Jon Kenfield

• Next steps – Jason Chequer/ Rachel Cox

Focus = Shift to the Future


Committee – who are these people

• Steve Dowling – Clientlink (marketing strategy)

• Ed Paton – Hall & Wilcox (legal)

• Jon Kenfield – Solutionist (family solutions)

• Rachel Cox – Fordham (wealth management)

• Jason Chequer – Goldman Sachs (investment)

• Peter Hately – Foresight (finance)

• Chris Jones – Shirlaws (business coaching)/chair


Some Acknowledgements

• St George – our hosts

• FBA executive - support

• Advisers – engaged

• Committee - volunteers


Meeting Context

Payback +

Choice Lever

age

+


Adviser Update & Overview

• What got us here = past

• Where are we now = present

• Where to next = future


What got us here = PAST• 90 Victoria advisers – diversity

• Previous efforts – 5years then brick wall

• Un-met expectations – frustrations

• FBA organisation - growth & change

• Adviser accreditation – advocacy & divisive

• Adviser new start – re-energise & focus


Where are we now = PRESENT• Set up committee – clarity & alignment

• Create context – Vision & Mission defined

• Codes of Behaviour (Ethics/Conduct) – guidelines & obligations (WIP)

• FBA dialogue – co-ordination (Trudy; state chapter)

• Adviser needs & wants – surveys & research

• Sharing /learning /planning – scheduled meetings

• Payback & ROI – participation & activity program


Guiding Context

Vision

“To be the leading professional body for Family Business Advisers in Victoria”


Guiding Context

Mission

“To maximise Adviser capacity to facilitate best possible outcomes for Australian Family Business through collaborative learning, sharing and professional support”


Where to next = FUTURE

• our objectives• what we offer• working together• how to market

Advisers

Organise ourselves



• our objectives• what we offer• working together• how to market

Advisers FBA company

• direction overall• role of advisers• how to support• assist promotion

ClarityOrganise



• our objectives• what we offer• working together• how to market/brand

FBA Advisers FBA Company

• direction overall• role of advisers• how to support• assist promotion

FBA Members

• confirm needs• use of advisers• making contact• receiving services

Alignment

ClarityOrganise


So we have to agree

• What is our ROI?• What Choices do we make?• How do we Leverage?




• FBA organisation update – Philippa Taylor• Adviser survey – Steve Dowling








• Adviser survey – Steve Dowling• Open Forum – Jon Kenfield








• Open Forum – Jon Kenfield• Next steps – Jason Chequer/ Rachel Cox



Guiding Context

our families mean business! victoria advisers “kick start” meeting 20th march 09

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