ASPIRE Summit 2022

Grow Your Practice 10x

25-29 January 2022

3:00 PM – 7:00 PM

Location: Virtual

Event Starts In

“The 10X Rule: You must set targets for yourself that are 10x more than what you think you want and then take 10x the action you think is required to get there.” – Grant Cardone

Everyone wants to be a part of the 10x movement. In order to go farther than you ever thought possible you must both think and act at levels 10x beyond the norm.

Against this backdrop, ARIA presents ASPIRE 2022, a virtual summit that aims to provide you with expert views and insights around business planning, prospecting, client management, fast-moving technology trends and much more. Our esteemed panel of global industry experts will share actionable steps on how to you can level up your growth to 10x.

Be a part of ASPIRE 2022 with 500+ top growth professionals
from around the world and get enriched.

Reasons to Attend

1. Get insights from world-class professionals

Experience the best curated content in one place. Learn how to prospect, grow your client base, make more money with different strategies from global industry experts.

2. Be inspired by thought leaders

Hear from growth luminaries on business, technology, future post the pandemic and how the leaders are navigating these times. Their journey and learnings will inspire you to reach your next-level growth!

3. Get insights without leaving your office

Attending an event like ASPIRE can be costly and time-consuming. But with ARIA’s summit happening virtually, you can get access to all these high-impact sessions without having to travel or leave your office.

4. Make the most of your time with VIP access

You’ll have access to an exclusive room which will host world-class speakers and selective networking opportunities. This will give you the chance to build relationships with influencers in your industry and beyond.

WHO SHOULD ATTEND?

For ARIA members – Summit Complimentary & Paid Workshops
Personal finance students – Summit Complimentary
All investment professionals

WHY SHOULD YOU ATTEND?

Experience well curated content on various aspects impacting your practice as you aim for your next-level growth.
Get impactful insights from our panel of global experts and thought leaders.
Network with 500+ investment professionals.
Attend workshops (an exclusive ARIA member benefit).

Agenda

Time	Details
25th January 2022 (For Students)
16:00 – 16:15	Welcome address by Conference Chair Vivek Rege Founder & CEO, VR Wealth Advisors Pvt Ltd
16:15 – 17:00	An Overview of the Advisory Profession and Advisory Practice Vishal Dhawan Founder & CEO, Plan Ahead Wealth AdvisorsThe session will provide an overview of what goes on in an advisory practice, the services offered and their delivery, people involved and their capabilities, etc.
17:00 – 18:00	Harnessing Opportunities to Thrive in the Advisory Profession – A Panel Discussion Devang Shah Partner Right Returns Financial Planning LLP Rachana Baid Professor & HOD at the School of Securities Education, NISMRajesh Krishnamoorthy Country Head, FPSB India Liaison OfficeSuresh Sadagopan Managing Director and Principal Officer, Ladder7 Wealth Planners Pvt Ltd (Moderator)This session will cover varied opportunities available in the financial services segments and the knowledge/skill set required in each area. It will also cover growth potential of each segment and success factors.
18:00 – 18:30	Ask Me Anything In this networking session, you ask and our panel will answer any questions you may have about a career in the area of advisory services.
26th January 2022 (For Students)
16:00 – 16:45	Keynote Address: Opportunities in Financial Services Sandip Ghose Ex NISM Founder DirectorThe session will address ways in which students can leverage opportunities in financial services to ensure a wonderful career.
16:45 – 18:00	Is Financial Advisory the Career for You? – A Panel Discussion with Students Amit Kukreja Registered Investment AdvisorDilshad Billimoria Managing Director and Principal Officer, Dilzer Consultants Pvt Ltd (Moderator & Panelist)A free-flowing discussion between students and advisors on advisory practices, capabilities and student perspectives on what they are looking towards in a career in this field.
18:00 – 18:30	Ask Me Anything In this networking session, you ask and our panel will answer any questions you may have about a career in the area of advisory services.
27th January 2022 (For All)
15:15 – 15:30	Welcome Address by ARIA Chairman & Conference Chair Lovaii Navlakhi Managing Director & CEO, International Money MattersVivek Rege Founder & CEO, VR Wealth Advisors Pvt Ltd
15:30 – 16:15	Keynote Address: The Art of Possible T.V. Mohandas Pai Chairman, 3one4 Capital Co-Founder & Chairman, Aarin Capital Chairman, Manipal Global Education This session will address how to navigate through change and uncertainty as a leader.
16:15 – 17:00	Elevating Your Business & Client Value David Haintz Founder, Global Adviser AlphaTo build great efficiency, its best to systematise the process but customise the advice. Cost is only an issue in the absence of value. Your clients are not cost conscious but are value conscious. In this session, David will share the global best practice of ‘Client Value Proposition’ and process to help set you up for growth in the years ahead.
17:00 – 18:00	The Route Towards a Strategic Growth Path – A Panel Discussion Bharat Phatak Director, Wealth Managers Lovaii Navlakhi Managing Director & CEO, International Money Matters Srikanth Bhagavat Managing Director & Principal Advisor, Hexagon Wealth Our fraternity has a few demonstrated stories where firms have taken the strategic path to growth using varied approaches. This panel discussion addresses a few questions: – How does the transition of family ownership to non-family ownership work as a growth catalyst? – Can complete separation of ownership and management work in profession practice firms? – What do professional firms need to do to grow and scale up?
18:00 – 19:00	The REAL Reasons Clients Seek Advice (Heads up: They’re not what you think!)Dr. Moira Somers Founder, Money, Mind & MeaningThere is often a mismatch between what people hope for when they reach out for professional counsel and what they receive. We assume that clients want our technical expertise, but the research reveals a richer, more complex story. Dr. Moira Summers will demonstrate how to better discover and address those hopes, and to craft marketing messages and client experiences accordingly.
19:00 – 19:30	Ask Me Anything In this session, you ask and our panel will answer any questions you may have about your advisory practice. There will be three breakout rooms having discussions around the following areas:1. Stepping Into the RIA FoldRenu Maheshwari Co-Founder, Finscholarz Managers WealthS. R. Srinivasan Principal Officer, SriNivesh Advisors2. Young RIA looking to scale (4 years of practice)Rishad Manekia Managing Director, Kairos CapitalAmit Kukreja Registered Investment Advisor3. Growth Vitamins for a Mature Practice (4+ years of practice)Lovaii Navlakhi Managing Director & CEO, International Money MattersSuresh Sadagopan Managing Director and Principal Officer, Ladder7 Wealth Planners Pvt Ltd
28th January 2022 (For All)
15:00 – 15:05	Welcome Address Mubina Kapasi Anchor, ET Now
15:05 – 16:00	FinTech Forward Nithin Kamath Founder, Zerodha Kamath vs. Kamath. A fireside chat on the future of Fintech. Vasanth Kamath Founder, smallcase
16:00 – 17:00	The New Age Indian Service Consumer– A Panel Discussion Josy Paul Chairman and Chief Creative Officer,BBDO India Kartik Sharma Group CEO, Omnicom Media Group India In this session, our panel will discuss changing preferences and patterns of the Indian service consumer before, during and after the pandemic. It will also focus on how one can‘see’ a consumer behaviour when it comes to a niche like the financial service segment which is on the border line of essential and non-essential services
17:00 – 18:00	Aspire: Your Journey to the Top! Frank Maselli Keynote Speaker, Trainer and Business Coach The Financial Service Industry is a highly rewarding & growing profession and there are many ways to succeed. But top advisors all seem to share a few common characteristics. In this session, Frank Maselli will discuss the nine innate attributes and six professional skills top advisors need. He will offer several specific tools to help advisors acquire, strengthen and perfect them. Actionable take-aways include The Advisor Toolbox and the 3-minute brain workout as a powerful psychological self-inspiration process.
18:00 – 19:00	Designing a Client Experience that Drives Growth Julie Littlechild Founder & CEO, Absolute Engagement There is no shortage of ideas to help you enhance your client experience. The question is, which of those ideas are right for you and what should you do first? In this session, Julie Little child will share a framework for designing a client experience, with a focus on laying a strong foundation to support growth. You’ll learn how client expectations have changed over the last two years and how that will impact your business going forward. And you’ll learn how to incorporate simple tactics that will not only add value for clients but support referral growth.
19:00 – 19:30	Ask Me Anything In this session, you ask and our panel will answer any questions you may have about your advisory practice. There will be three breakout rooms discussing the following topics:1. Sorting Regulations and Compliance NigglesHarsh Roongta Founder & CEO, Fee-Only Investment AdvisorsCA Sanjay Kadel Senior Partner, Assurance & Consulting,Sanjay Kadel& Co2. Getting Your Services and Fee Structure RightVishal Dhawan Founder & CEO, Plan Ahead Wealth AdvisorsDilshad Billimoria Managing Director and Principal Officer, Dilzer Consultants Pvt Ltd3. Learning the Practice Scale-up MantrasRohit Shah Principal Officer GYR Financial Planners Pvt. Ltd.Tarun Birani Founder and CEO, TBNG Capital Advisors Pvt.Ltd.
29th January 2022 (For ARIA Members)
12:00 – 15:00	How “Future Ready” is Your Business? Cate Americano Founder, Director & CEO, Inspiration Café In this workshop, Cate will discuss the importance of Planning and how every business needs to have a plan to succeed. She will also cover the significance of Vision and Values, the 7 Pillars of Aspirational Growth, and Top 5 tips every business should consider as part of their strategic plan, to mitigate their risks and maximise their opportunities, to position their business, their clients and their people for the future. The research shows (Business Health Australia) that the advisers who have a plan and review it monthly or quarterly are 89% more profitable than those who don’t. Every business needs a plan no matter what the stage, from start-up to succession. At the end of this session, you will walk away with a 1-page plan you can implement today for your business and your people.
17:00 – 20:00	Tracing the Origins of Your Money Scripts Rick Kahler Founder, Kahler Financial Group Most financial life planners are aware of Money Scripts and that the majority of Money Scripts form in childhood. What we are often not aware of are the dynamics in childhood families that help form them. In this workshop conducted by Rick Kahler, you will have the opportunity to explore tools that can help you and your clients better understand how your Money Scripts formed. You will be given time to complete both a Money Script and a Money Atom exercise for yourself and then learn how the presenter works with his clients to unpack the exercises.