AdviserEdge 2017 Agenda


Check out the new and updated info below...

Day 1 – Sunday March 19

Adapt, Or Accept Becoming Completely Commoditized

There are 3 things you need to know about the future:

1) We are entering an age where Services now make up more than 68% of Global GDP and the trend is speeding up, not slowing down!

2) Technical knowledge and expertise are becoming commoditised, disrupting huge segments of the Services and especially Professional Services value chains.

3) We are now living in a ‘connected age’, where everyone has the potential to connect to everyone else.

What this means is that you are in the driver’s seat, provided you are able to scale what was previously thought unscaleable. Day 1 of AdviserEdge is about helping you recognise the opportunities (and define the process) to scale both your ability to reach and to then onboard and serve your clients and customers.

In this connected age, you must either adapt your way of doing things or accept becoming completely commoditized.

  • 8:00 – 8:45am


    First, head to the registration desk and let us know you’ve arrived, then grab a coffee and meet up with friends or network with new contacts before the sessions begin.

  • 8:45 – 10:00am

    Keynote: Scaling the unscalable & changing the business of service forever.

    Baz Gardner

  • 10:00 – 10:30am

    Your culture is your brand, but how do you take that to Social?

    Andrew Rocks, CEO of Announcer Group

  • 10:30 – 11:00am

    Morning Break

  • 11:00 – 12:00pm

    The mechanics of running an online campaign – Reaching clients may never have been this easy!

    Adam Bannister, Sultan of Software & Systems, The Social Adviser

  • 12:00 – 12:30pm

    Case Study – How you can use Facebook Ads to scale trust AND your business.

    Adam Bannister & Baz Gardner, The Social Adviser

  • 12:30 – 1:45pm

    Lunch Break

  • 1:45 – 2:00pm

    Question & Answer Session

  • 2:00 – 3:00pm

    Reinventing Service –From one-to-one to one-to-many.

    Baz Gardner, The Social Adviser

  • 3:00 – 3:30pm

    Afternoon Break

  • 3:30 – 4:15pm

    My journey since AdviserEdge 2016: How I launched a group based coaching business in less than a year using what I’ve learnt.

    John Strange, Founder, Your Business Freedom

  • 4:15 – 4:30pm

    Question & Answer Time

  • 4:30 – 5:30pm

    I am the customer.

    Richard Arnold, San-Francisco based startup adviser and former CFO of Charles Schwab

Day 2 – Monday March 20

The Most Valuable Formula You Will Ever Learn

Today is all about context; it’s about giving it to you, and also teaching you how to master it for yourselves for the benefit of your clients and your business.

Becoming a scaled professional or business in a connected age is as much about changing your thinking and behaviour as it is about knowing what to do. We will share with you stories of people just like you, who have made that change and how they went about making it.

We are also going to help you figure out what you should be doing next and how you can get help to make execution a reality.

Most excitingly, Baz is going to reveal what he calls The Context Engine. Let’s just say, it could be the most valuable formula you ever learn!

  • 8:45 – 10:00am

    Building an Advice Firm of the future. Everything is changing, are you?

    Phil Richards, Entrepreneur of the Year, Accountant & Tech Founder

  • 10:00 – 10:30am

    Entrepreneur’s panel: Interviewing founders about their journey.

    Peter Hickey – MAUS, Matthew Burgess – View Legal, Hans Egger – Astute Wheel & Jayesh Kasim – Valenta BPO

  • 10:30 – 10:45am

    The Power of Clarity – Understanding your purpose, vision and message… what if you could have it all?

    Terri Reid, Owner & Principal, Traxiom Consultants

  • 10:45 – 11:00am

    Dressed For Success

    Baz & Kumar Advani

  • 11:00 – 11:30am

    Morning Break

  • 11:30 – 12:45pm

    THE CONTEXT ENGINE: Context is what drives human behaviour and action. Learn how to unlock the contextual matrix of your clients and customers and you will hold the power of true influence; make conventional sales and marketing redundant & become an attraction magnet.

    Baz Gardner, The Social Adviser

  • 12:45 – 2:00pm

    Lunch Break

  • 2:00 – 2:15pm

    Question & Answer Time

  • 2:15 – 2:45pm

    Every year things change! Learn from those who are breaking the ground ahead.

    The Innovators – Panel

  • 2:45 – 4:00pm

    Execution is your competitive advantage: Where to start and how to get help to make it happen fast.

    Baz Gardner, The Social Adviser

  • 4:00 – 4:30pm

    Afternoon Break

  • 4:30 – 5:30pm

    The Secret to creating powerful global movements. Being an Entrepreneur and making a difference.

    Gideon Shalwick, YouTube Star & Expert, Founder of

  • 6:00pm

    Networking Function

    AdviserEdge Community, you have certainly earned a break this evening after two days of intense content. Chill out, have a drink and a nibble, and exchange ideas and insights with your fellow attendees – others who are also at the forefront of innovation, change and boundless opportunity.

Day 3 – Tuesday March 21

A Rock Solid Action Plan

Listening to feedback from previous years, by now we have worn out your notebooks and you have a little brain fatigue but you are still riding high from the insane atmosphere and your ideas for the future to come. That’s why we are making Day 3 a half day, but it will be no less valuable.

Today is dedicated to taking action! Before you leave we want you to achieve clarity by answering these key questions:

1) How am I going to create a team to help me make this happen (no matter my budget)?

2) What should I be starting with first to create the most leverage?

3) What software can I use (and how can I use it) to bring it all together?

Strap yourself in because we want you heading home with a rock solid action plan!

  • 8:45 – 10:00am

    Relationship Technology Showcase – The best new tech and tips to making it work in your business

    The Social Adviser Team

  • 10:00 – 10:30am

    LET’S GET S#!T DONE – A session to help you plan & prioritise your action points from AdviserEdge.

  • 10:30 – 11:00am

    Morning Break

  • 11:00 – 11:30am

    Building the ultimate team: Find, attract and keep the best talent using The Context Engine and Social Media.

    Baz Gardner, The Social Adviser

  • 11:30 – 12:15pm

    The mechanics of automating your client onboarding – Step by step process and application.

    The Social Adviser Team

  • 12:15 – 1:00pm

    Don’t create. Tell your story.

    Zac Hutchings, Head Video Ninja at The Social Adviser

  • 1:00pm

    It’s time to head home and start implementing!