Join us at our next Brisbane Member Breakfast as we explore one of the biggest topics shaping advice firms today: Advice Technology. We’re pleased to welcome Jaxon King, Managing Director of Scion Private Wealth, who will lead a practical discussion on:
From CRM to Advice Tech: What’s Working, What’s Not and What’s Next
This interactive session will cover CRM systems, workflow tools and adviser technology solutions, including lessons learned, common challenges and opportunities for firms looking to improve efficiency and client outcomes.
đź“…Â 9 October 2026
đź•–Â 7.00am for a 7.15am start
đź“ŤÂ United Service Club, Spring Hill
Prospective members are welcome to attend.
RSVP by 2 October:Â chris@humphreywealth.com.au