Specialist Workshops

Mic Drop Workshop

The Ideas Exchange - Pricing, client selection, process flow and capacity, intergenerational wealth, and practice productivity – practical insights from the room

Tuesday 24 November | 1:00pm - 3:15pm

Sovereign Room

CPD hours will be awarded for this workshop

Session Overview

Explore what's working. Challenge what's not. Leave with ideas you can use on Monday.

The best ideas in financial advice don't always come from the stage—they come from advisers solving real problems every day.

Following the opening plenary, Mic Drop: The Ideas Exchange brings the Congress theme of “Explore” to life in a fast-paced, highly interactive workshop designed to tap into the collective wisdom of the room.

This two-hour facilitated workshop focuses on practical insights across advice pricing, client selection, client experience, process efficiency and capacity. Using client case studies, live pricing discussions, and guided table discussions, you'll examine how firms are structuring and communicating value, improving turnaround times, leveraging technology and AI, and creating the capacity to serve more clients without compromising quality.

From pricing and specialisation to workflow optimisation, talent, intergenerational wealth and practice productivity, the session centres on one simple question: What's actually working in practice?

Expect lively discussion, diverse perspectives, and plenty of opportunities to learn from advisers facing the same opportunities and challenges. Together, you'll uncover practical strategies, compare approaches, challenge assumptions, and surface the ideas delivering real results in advice businesses today.

The workshop concludes by bringing the insights from across the room together—highlighting practical ways firms are improving profitability, enhancing client experiences, and building sustainable capacity for growth.

You'll leave with fresh thinking, proven ideas drawn directly from peers, and new connections to continue the conversation long after Congress ends...because sometimes the most valuable expert in the room is sitting at your table.

Meet your speaker

Sue Viskovic

Head of Consulting, Vital Business Partners (VBP)

Sue is a proud mother of four, a popular speaker, a business coach and an author of several books, research reports and programs designed for advisers.

Having founded Elixir Consulting in 2007, she merged her business with Vital Business Partners in late 2023 and now heads up the VBP consulting division. An award-winning advocate for financial advice and the profession, Sue leads a team of specialist consultants who help advisers and business owners to improve their businesses with a firm focus on delivering better outcomes for their clients.

As an independent consultant to the financial advice sector, Sue is highly sought-after for her depth of knowledge, her strategic thinking, and her ability to inspire others with her passion for improving the advice profession.

FAAA Member Registration

Non Member Registration

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