Professional Planner’s annual Licensee Summit is recognised as the key event on the calendar for the leaders of financial planning and super fund licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice. The Summit focuses on the fundamental challenges, including regulatory change, rising standards, defining a licensee value proposition to remain relevant and compelling, finding people with the right skill sets to support new advice offerings and supporting financial planners as they continue progressing towards professionalism. This year, we’ll give you insights into how to implement and maintain a best-in-class digital advice offering, and explore emerging customer and business models to increase your ROI, so you can accelerate your business’s growth and profitability.
Licensee and dealer group heads
Exceptional sponsor-to-asset owner ratio
Our events are designed to be highly interactive and to facilitate interaction between sponsor partners and licensee and dealer group heads. Our events are exclusive and we strictly limit our sponsors to less than 35% of the total audience.
Unparalleled networking opportunities
True value is derived from quality time spent with licensee and dealer group heads over the course of the event and we provide an excellent platform for learning, networking and thought-provoking conversations. Our events offer a variety of opportunities to deepen relationships with licensee and dealer group heads including allocated seating, table discussions and a formal gala dinner. These formalities are contrasted with informal networking experiences. Our conferences provide an unparalleled platform for embracing new contacts or strengthening relationships with new or existing clients.
Laser focus on thought leadership and educational content
Our programs are uniquely designed to offer deepened knowledge and understanding of the opportunities and challenges the industry is facing through case studies, panel sessions and table discussions, which are infused into the program to promote peer learning and cohesion. The content of our programs evolves throughout the events; we guide the audience on a journey through our curated programs. We enforce a strict no marketing environment where the focus is on knowledge sharing and thought leadership.
Maximise your ROI
To ensure you derive the most value from our events, we highly recommended that attendees are present for all conference sessions and social functions, are actively engaged and participate in table discussions and debates.
Conexus Financial events provide an excellent platform for peer learning, networking and collaboration. Click below to explore our event portfolio.
We are a highly collaborative and purpose-driven organisation, and we take the time to understand your business and strategy to harness collaboration for the long-term.
Get in touch today for a bespoke partnership proposal.
