Morgans Branch Managers Conference

The past month has seen global financial markets rocked by the announcement and rapid escalation of sweeping new tariffs, marking the most significant shift in trade policy in nearly a century. This session will unpack the investment implications of these developments, exploring how the new tariff regime impacts investor portfolios and what it means for inflation and growth expectations in 2025.

Understanding the challenges and opportunities ahead will equip you with the knowledge to plan more effectively and capitalise on what’s coming. In this session, Andrew Inwood will outline the next three chapters of the advice industry and what you can do now to stay ahead of the curve.

To create velocity in your business, you need direction, speed, and focus. In this presentation, you will understand how to apply the six velocity accelerators to your business to achieve what's important to you, what matters to you, and what will make all the difference to You, Your Team, and Your Clients. What would happen in your business if you implemented, responded, decided and solved challenges faster? We will walk through a simple and implementable strategy to do just that.

Every business is only as great as the people who work in it. So, this presentation is about how to create engaged, enthused, and energised people who are committed, compelled, and connected to your business vision for the year ahead and beyond. You will learn how best to gain buy-in from your people and elevate their activity to achieve their goals and yours using a process based around having a Mono Focus, a Momentum Mindset and Micro Wins.

In a rapidly evolving market environment, timely research and active management are more critical than ever. This session brings together our team of analysts and a special guest fund manager to provide a comprehensive perspective on navigating today’s investment landscape.