Professional Wellness & Client Care


The masterclasses in this stream will give you the tools to ensure both you and your clients are ok.

4 x 90 minute masterclasses

Earn up to 6 CPD hours


The Creative Edge – How to redefine your value, reimagine your client experience and reinvent your practice for relevance

28 September 2020
10:30am – 12:00pm AEST

Presenter: Mykel Dixon, Award Winning Speaker, Creative Leadership Expert

We welcome back Mykel Dixon, who was our closing Keynote speaker at the 2019 Congress in Melbourne and challenged our thinking. He literally shook us to the core as he had us on our feet and dancing! In this 90-minute interactive masterclass, Mykel will address the specific challenges facing financial planners with a focus on developing mindset and skills to return to work with a renewed clarity, creativity and confidence. There will also be post-webinar content to solidify your learnings.




Mastering your Health for Better Client Outcomes

6 October 2020
10:30am – 12:00pm AEDT

Presenter: Vanessa Bennett CEO and Founder Next Evolution Performance

Mental Health or a helpful mindset helps you to free up more effective time in your day, take on more clients, see more opportunities for your business and provide better service to your clients by showing more compassion without getting burnt out. All of these lead to a big improvement in your bottom line. Don’t wait until you feel your mental health slipping away before you focus on it. It pays to master your mental health and that of your team.




Tough Times Don’t Last. Resilient Financial Planners Do

12 October 2020
10:30am – 12:00pm AEDT

Presenter: Heidi Dening, Speaker, Author, Educator

When your clients are experiencing economic challenges, job insecurity, erratic financial markets or personal pressure it can be difficult to maintain your own focus, wellbeing and optimism. This empowering 90-minute session is designed to build your resilience so that you can bend rather than break during high pressured times, as well as lead your clients without compromising your own health and wellbeing.




Conquering The Next Normal – The 3 simple steps to creating clarity, finding focus and massive momentum

19 October 2020
10:30am – 12:00pm AEDT

Presenter: Keith Abraham

You are invited to attend this interactive, impactful and insightful MasterClass with Keith Abraham. He will share with you how to become very clear on the goals you want to achieve for the rest of 2020 and then put in place the strategies to set yourself up for a great 2021. You will also have the opportunity to learn from your peers in small breakout groups as they share their insights and ideas about what they are doing to ensure they are focused on their business and their personal wellbeing.

During the course of the Masterclass, Keith will provide you with a handout of planning sheets, relevant notes, one of his best-selling audiobooks and business models that you can use and share with your Team, Clients and Colleagues. You will also receive a comprehensive 12-page workbook as part of the session that you be able to use, reflect upon during the next 12 months.




For any questions or help registering, please contact [email protected] or call 1300 337 301.