A-Perform is hosting a two-day event to help financial advisers access practical strategies, actionable insights, and meaningful connections.
The event, Unlocking Strategies for Sustainable Business Growth, will take place on:
- 22 September at Camarosa Restaurant, Hamilton
- 23 September at Ellerslie Events, Auckland
Both sessions run from 10:00 a.m. to 1:00 p.m., with morning tea and lunch provided. Free parking is available at both venues.
A Platform for Growth
This initiative reflects A-Perform’s commitment to supporting advisers not only with day-to-day challenges but also with long-term business sustainability. The program is designed to highlight smarter processes, technology adoption, and a mindset of continuous improvement.
Attendees will gain insights into:
- Proven growth strategies – how top advisers expand their client base while maintaining quality.
- Streamlined operations – best practices for tasks like client bookings, SOA preparation, and claims support.
- Compliance as a foundation – embedding obligations into a future-ready practice.
- Technology and automation – reducing admin work and creating more time for clients.
- Leadership and scaling – lessons from leaders who have built thriving practices.
- Stronger client relationships – focusing on trust and service rather than paperwork.
Meet the Speakers
This year’s event will feature two respected industry leaders:
- Sam Kodi, CEO & President, A-Perform
Sam is known for his work in adviser growth, compliance, and strategic advisory. He will share his approach to building sustainable, client-focused business models. - Gel Nolasco, CEO & President, Guild Solutions Inc.
Gel has led large-scale transformation projects blending technology, compliance, and innovation. He will discuss how automation and outsourcing can boost efficiency and profitability.
Together, Sam and Gel will offer practical guidance and real-world strategies to help advisers future-proof their practices.
Building Connections
Networking is a key part of the event. Advisers will have the chance to connect with peers and industry experts in a collaborative setting—often sparking ideas, partnerships, and solutions that go beyond the presentations.
Why Now?
The financial advice industry is rapidly changing, driven by technology, new regulations, and evolving client expectations. These roadshows aim to prepare advisers to adapt, protect their business models, and seize growth opportunities.
Register Today
Seats are limited. Advisers are encouraged to secure their spot early:
This event is more than professional development—it’s an investment in the future of advisory practices. By combining proven strategies, expert insights, and valuable networking, A-Perform provides advisers with the tools to build smarter, stronger, and more resilient businesses.
