Building & Marketing a High-Growth Wealth Management Firm
INPractice Masterclass

Wednesday 15 July 2026
9:30am - 12:30pm
Dexus Place
Level 6, 80 Collins Street, Melbourne

This INPractice Masterclass is a foundational introduction to modern investment markets, asset classes and private markets, supporting confident portfolio construction.

Why attend?

Build practical capability, not just ideas. Each masterclass is a workshop-led session giving you tools and frameworks you can apply immediately across marketing, brand, investment efficiency, and business structure.
Strengthen the commercial side of advice by exploring the levers that shape practice growth, including brand positioning, client communication, operational efficiency, and strategic business development.
Gain confidence in key business decisions, whether refining your value proposition, improving practice efficiency, or assessing the path to launching your own AFSL, each session is designed to help you decide with more clarity and conviction.
Learn in a setting built for discussion, with intimate group sizes that encourage richer conversation, sharper questions, and more useful peer exchange than a larger conference environment.
Leave with tangible outcomes, not passive attendance. Each session closes with clearer priorities, actionable next steps, and a stronger foundation for building a more effective and differentiated practice.
Earn up to 3+ CPD points across professional development topics including business strategy, client communication, and practice management, keeping your obligations on track while building genuine capability

Up to 3+ CPD points available

insiders’ foundation partner

Dexus Place - 80 Collins Street

Level 6, 80 Collins Street, Melbourne VIC 3000

Nestled within Melbourne’s premier commercial and luxury retail precinct is the newly revitalised North Tower at 80 Collins Street. Dexus Place is located across levels 5, 6 and 7, with brand-new premium meeting and event spaces, an outdoor communal terrace and office suites available on short-term flexible leases.

2025 Highlights

The INPractice: Innovation & Growth Masterclass brought together financial advisers and practice staff from across Australia for a series of half-day workshops held in Melbourne, Sydney, Perth, Adelaide and Brisbane throughout May 2025.

Sessions covered superannuation reform and pension restructuring, investment bonds as a complement to super, responsible investing, and the practical deployment of artificial intelligence within advice practices. Peer-led discussion formed a central part of the program, with advisers from firms across each city sharing real-world experience on how they are integrating technology and managing the evolving needs of clients.

The masterclass delivered practical frameworks and actionable takeaways designed to strengthen both the technical and commercial foundations of advice practices, reinforcing The Inside Network's commitment to peer-driven learning that goes beyond the classroom.

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