Month: October 2015

Apps & Tech Tips to Keep You Sane – October 2015

Apps and Tech Tips to Keep you Sane. Presented by Jessica Gwynne of Client Kiosk.      Bethany:         Welcome to the first of the second round of the PHAROS knowledge collective series ‘App and tech tips to streamline your life and keep you sane’ with Jessica Gwynne from Client Care Kiosk.   Jessica:            This apps and […]

Adapt or Die: The Impending Digital Tsunami

  Written by Tony Hartley, Mark Perry & Friends BACKGROUND As we approach what should have been the anniversary of the Australian Financial Services Industry reforms (FOFA), it is apparent that Government and Industry has been focused on addressing two critical issues: 1. Minimising the likelihood of past product and advice failures being repeated; and 2. Ensuring client’s best interests are being […]

PHAROS Conference Day 1 – Steve Vamos

Steve has more than 30 years’ experience in the information technology and online media industry. He has lived and worked in Australia, the USA and Asia. Steve serves as a nonexecutive director for Telstra (appointed September 2009) and Fletcher Building Limited (appointed July 2015), and is a member of the Advisory Board of the University […]

PHAROS Conference PKC – Commercialising Aged Care

Andrew Keay discusses how this highly specialised space can bring a whole new service offering to your client base.     Bethany:         As I’ve said before, we’re running short on time so we’re just going to make a start. Let me introduce Andrew Kaye of Aged Care Directions who will be presenting commercialising your aged care […]

PHAROS Conference PKC – Double your Referrals

Simplicity. Leverage. Action. Caren Hendrie from Hendrie Group presents on how to extract maximum benefit from your referral sources Lisa                  Given Caren is on her way, I’m going to tell you a little bit about her. I thought it’s important if you’re going to listen to what she’s got to say. So Caren Hendrie is […]

PHAROS Conference Day 1 – Investment Committee

Professor Warwick McKibbin, Roy Maslen, James Purvis and Tim Farrelly of the PHAROS Investment Committee answers the question, “What keeps you up at night?”   Lisa:                 As Roy’s making his way to the stage I’ll tell you a bit about him. Roy’s was appointed Chief Investment Officer at Australian Equities in 2012, having previously served […]

PHAROS Conference Day 1 – Prof Warwick McKibbin

Professor Warwick McKibbin gives us an Economic Update for September 2015. Professor Warwick J. McKibbin has a Vice Chancellor’s Chair in Public Policy and is Director of the Centre for Applied Macroeconomic Analysis (CAMA) in the Crawford School of Public Policy at the Australian National University (ANU). He is also an ANU Public Policy Fellow; […]

Dealing with Difficult Clients

Dealing with Difficult Clients: Join Wayne Lear as he talks about how to handle and manage clients who demand more attention that others. Helen:              Firstly what makes a client difficult? Who are the difficult? Who are the difficult clients? I’m going to talk about the internal factors. Obviously there are things internal to a person […]