In challenging times dont forget your people

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In challenging times - dont forget your
people A practical panel discussion for
Financial Planning Practices - focused on
maximising your people your team Stephen
Smith Director Psychological Services Prova
Profiling Pty Ltd Lead Presenter Facilitator
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In challenging times dont forget your people

• To thrive in challenging times, financial
  planning practices need to focus on practical
  people strategies that will have a maximum,
  positive impact on the business, the people,
  clients ultimately the bottom line.
• During turbulent and emerging positive times,
  when thinking about your team - it is important
  to get it right and spend the time to keep it
  right. Businesses need to Retain the Right
  People for the future. The saying your
  people are your most valuable asset is now
  replaced with the right people in the right
  team are your most valuable assets.

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In challenging times dont forget your
people

• This session aims to address the people aspects
  of
• We have been through the hard times its now
  time to prepare for the future ahead...
• Understanding the people flow-on effect of
  hard decisions mergers acquisitions
• Do you know really who your key people are
  what they need?
• What are our experiences what can we expect
  going forward?
• The session will incorporate a range of
  short practical case experiences from our
  panel who will openly share their personal
  experiences on how they are managing the people
  challenges in the current economic climate.

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Our Panel Practical Case Experiences

• This has been but one of many economic cycles
  what are the human capital opportunities what
  can we expect going forward?
• Dr Tony van Rensburg nCompassHR
• The human outcomes of MAs are the people
  forgotten in the transaction?
• Peter Fysh - Financial Planning Succession Pty
  Ltd
• Building High Performance Teams is your team
  performing or still forming?
• Stephen Smith Prova Profiling Pty Ltd
• The challenges of forming a High Performance
  Team its not easy when personalities are
  involved!!
• Chris Tant Sage Private Clients Pty Ltd

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Its time for renewal - what are the
opportunities what can we expect going forward?

• Dr Tony van Rensburg - nCompassHR
• Acclaimed Human Resources Management subject
  matter expert in the Australian business
  community, Tony holds a Doctorate in Philosophy
  (Business) and Master of Business to name but two
  of his extraordinary array of qualifications.
• While highly qualified, Tony approaches his
  passion in human resources management from a
  practical and business perspective and he
  willingly shares his 30 years management and
  consulting experience.

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Its time for renewal - what are the
opportunities what can we expect going forward?

• Renewal is an opportunity to unlock the human
  asset potential of your business by
• Building a conscious culture
• Creating meaning purpose
• Adopting a fresh leadership style
• Knowing developing your talent

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The Forgotten HUMAN effects of M As

• Peter Fysh - Financial Planning Succession Pty
  Ltd
• Well known throughout the financial services
  community, Peter commenced his career in the
  industry in 1986 and has worked for a number of
  major fund managers in various management roles
  more recently with national dealer groups,
  including assisting Practices with their
  succession strategies.
• Now the Principal of Financial Planning
  Succession P/L, Peter is involved in Practice
  acquisition and assisting planning businesses
  with their succession strategies. He is well
  placed to share his insights into the sentiment
  of the marketplace.

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The Forgotten HUMAN effects of M As

• Do staff feature in your Succession Plan?
• Its not just about the money!
• What value do your clients place on your staff?
• How successful would you have been without the
  support of your staff?

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Building a High Performance Team

• Stephen Smith Prova Profiling Pty Ltd
• Co-founder and Director of Prova Profiling,
  Stephen holds a Bachelor of Psychology (Honours)
  and is a member of the Australian Psychology
  Society and a Fellow of the Australian Institute
  of Company Directors.
• Stephen has over 20 years of corporate
  psychology, training, psychometric profiling
  development and assessment and human capital
  consulting experience gained across a broad range
  of industries and organisations.

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Building a High Performance Team

• Is your team performing or still forming?
• Balancing the personalities in your team
  and maximizing results
• (Dominance, Influencing, Steadiness and
  Conscientiousness)

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Building a High Performance Team
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Building a High Performance Team
From the following list of 4 statements indicate
which MOST describes you and which LEAST
describes you
- Driven, Direct and Ambitious - Friendly,
Sociable and Talkative - Loyal, Harmonious and
Friendly - Accurate, Detailed and Follows Rules
Which of set of words BEST describes you?
- High achiever, forceful, strong willed, driving
and determined. - Convincing, magnetic,
political, enthusiastic, persuasive, warm,
demonstrative and trusting - Calm, relaxed,
patient, possessive, deliberate, stable and
kind. - Careful, cautious, exacting, neat,
systematic, diplomatic and accurate
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A High Performance Team a Balanced Team
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The challenges of forming a High Performance
Team its not easy when personalities are
involved!

• Chris Tant - Sage Private Clients Pty Ltd
• Managing Director of Sage Private Clients a
  full service advisory firm. As an accomplished
  Practice Principal, in association with his
  Co-Directors, Chris launched Sage Private Clients
  in December 2007.
• Having in excess of 20 years senior management,
  practice ownership and direct client advisory
  experience, Chris has long developed an
  appreciation of the importance of quality human
  capital practices in business - he is willing to
  share his positive experiences and learnings of
  what not to do when recruiting and retaining
  talent.

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The challenges of forming a High Performance
Team its not easy when personalities are
involved!

• Sages journey why the Directors came together
• Dont underestimate the personalities!
• The HUMAN impact on the business
• The steps we are taking to form a High
  Performance Team

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Panel Discussion

• Stephen Smith
• Director Psychological Services Prova
  Profiling Pty Ltd
• Dr Tony van Rensburg
• Director nCompassHR

Peter Fysh Principal Financial Planning
Succession Pty Ltd Chris Tant Managing
Director Sage Private Clients Pty Ltd
The panel will be available after this session at
the Prova Trade Hall Stand 77 - if you would
like to speak with them further