WA - Monday 22 July

Marmion Angling and Aquatic Club (MAAC)

West Coast Drive, 

Marmion WA 6020

Monday, 22 July 2019
2.00pm - Registration

2.30pm - Event Starts

5.00pm - Drinks and canapes

CPD Accredited

CPD
Accredited

MDRT WA Proudly Presents 
Jamie McIntyre ‘It’s your business and your life - Set yourself up for YOUR success’ and Adam Morse 'Insights into the rapid growth of BlueRock,
and award winning culture’

It’s your business and your life -
Set yourself up for YOUR success

Jamie McIntyre

Have you got the right balance in your life? Is your business coming first all the time? or your family first? Would you like to know how to get a better balance between family and business and how technology is going to help this?

 

Jamie will focus on measurements of personal and professional success that he uses in his practice. Jamie's presentation is aimed to inspire people to choose what is important to them and to have a great balance of personal and professional success based on their own measurements and not the measurements of others.

 

In this session we will get you thinking about how you can ‘set yourself up for YOUR success’ in YOUR practice. You will leave this session with ideas to implement that will improve your team’s performance by enabling them with the right technology for your business.

 

Insights into the rapid growth of BlueRock,
and award winning culture

Adam Morse

Adam will share with you key takeaways from the business model he employed to start and grow BlueRock Private Wealth organically from a starting team of 2 in 2014, to a team of 17 today.

Aggressive recruiting, critical Centre of Influence relationships, and a multi-faceted business strategy centred around the delivery of strategic financial advice have been the keys to this growth, and are the insights Adam will share, along with the crucial role that both the MDRT and the Entrepreneurs Organisation have contributed to business growth and culture.

 

BlueRock, a multi-faceted Melbourne based advisory firm, was rated #4 Best Places to Work in 2018 and has grown from a firm wide team of 30 in 2014, to a 180 staff across 11 divisions, and has twice featured in the BRW Fast100. Adam has been a key contributor to wider firm growth and sits on multiple boards within the BlueRock Group.

Both Jamie and Adam are high achieving MDRT Victorian Members and want to share with you the ideas that they have gathered over their journeys to help make your financial services journey even more successful than it is now. We look forward to sharing with you at our MDRT Western Australia Event in July.

 

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Please call MDRT

P: 03 8677 0699

Email: mdrt@jbsfinancial.com.au