PROGRAM
TUESDAY 9 MARCH - Entireti Alliances PROGRAM
Exclusively designed for self-licensed practices, Day 1 offers members of the Entireti Alliances community a compelling blend of leadership, innovation, governance and practical learning. Through a carefully curated program featuring industry experts and thought leaders, delegates will explore the critical issues shaping the future of advice, from AI and ethics to client engagement and business growth. The day is designed to provide actionable insights, fresh thinking and valuable takeaways that will help build stronger, more resilient and future-ready businesses.
HUMAN BY DESIGN - Why the future belongs to advisers who amplify what AI can't replicate
In an increasingly digital world, the ability to build trust, create meaningful connections, and truly understand clients has never been more valuable. This session explores how emotional intelligence drives stronger relationships, deeper client engagement, and better outcomes. Discover practical techniques to enhance communication, improve empathy, and strengthen your ability to influence and connect with people in ways that technology simply cannot.
Influence: Connecting with the Next Generation of Clients
Intergenerational wealth is usually considered from a ‘paperwork’ perspective. The structures, the estate plan, the legal entities, all of it binding forever. And yet, 70% of family wealth doesn’t reach the 4th generation. You can help your clients change that. The path to helping your families achieve true intergenerational wealth is through using psychology, conversations, and stories and shift towards stewardship. In this session we will apply the psychological principles you need to help families to achieve their intergenerational wealth goals.
Leadership 2030: The Validation Economy - Why Advice Matters More When Information Is Free
Clients now arrive having researched everything and trusting very little of it. The adviser’s role has moved from supplying information to validating decisions. The session makes the case that this makes advice more valuable rather than less, and grounds it in what our AFSL leaders reported in previous leadership forums.
Governance: Building Advice Businesses That Scale with Confidence
Strong governance is about more than compliance. It is the foundation for sustainable growth, risk management, and client trust. In this session, leading industry experts will share practical approaches to strengthening advice processes, improving consistency, and creating operational excellence. Learn how robust governance frameworks can help your business scale effectively while delivering better outcomes for clients.
These sessions represent just a snapshot of what Day 1 has to offer, with additional thought-provoking discussions on Ethics, AI, and Leadership rounding out the day's agenda. Together, they will provide practical insights, fresh perspectives, and actionable strategies to help advisers strengthen client relationships, lead with confidence, and build future-ready businesses.
