Bombora confirms Leaders Forum for Practice Managers & Key Staff to be important annual event

Following the recent Practice Leaders Forum that was held in Melbourne for key practice staff of Bombora Advice's national network of advisory businesses, General Manager, Geoff Counsel confirmed it will be an important, annual event for the risk focussed dealer group.

Commenting further on the announcement, Counsel said the Forum brought together practice staff from across Australia for an intensive two-day program of workshops and presentations that facilitated learning and knowledge / experience sharing.

"Most importantly, it recognised and reaffirmed the pivotal role of Practice Managers and other key practice staff in supporting the provision of professional financial advice, client service and operational success and efficiency of their respective advice businesses", said Counsel.

Since its inception, Bombora has fostered a collegiate / collaborative mindset and environment throughout the group that affirms the benefits of sharing knowledge, expertise and experiences - and this was reflected in the concept of the Forum and its program.

Advisers benefit immensely from the opportunities to learn, network and establish long-term personal and professional connections provided through attendance and participation in PD Days, conferences, etc. 

This was one of the key objectives of the Forum for Bombora's network, affirmed Counsel. 

"We wanted to bring together the people in the practices that drive the business by being the key administrative link between the adviser, client, life offices and Bombora.  To provide a Forum for sharing of ideas and experiences - insights into other advice businesses - and to establish and foster long-term friendships and connections".

The inaugural Practice Managers Forum was held in 2023 and from the outset, the agenda, content and structure has been driven by the participants who were keen to share their expertise, experiences, templates, processes; and assist others in the network to deliver positive benefits and experience for their clients by improving overall practice efficiencies, better outcomes for staff and the practice overall.

This year, it was agreed to change the name to Practice Leaders Forum to more appropriately reflect the leadership role of key staff within their respective advice businesses.

Eleven practices were represented at this year's Forum and the agenda focussed on hands on X-Plan training, as all as a well-received session on personal development. 

Counsel concluded, "The feedback from the Forums has been exceptionally positive and the benefits to all who attended, their advice businesses, Bombora and the national network has been immense. 

"Hence the commitment to include the Practice Leaders Forum in Bombora's calendar of annual events and activities".

ENDS

Issued by Bombora Advice        www.bomboraadvice.com.au         

Media Enquiries:                 Mr. Joe Perri, Joe Perri & Associates Pty Ltd

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