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

Date
Friday 31 July 2026
Time
8:30am - 12:30pm

Location
Dexus Place
Level 15, 1 Farrer Place, Sydney, NSW 2000

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 - 1 Farrer Place, Sydney

Level 15, 1 Farrer Place, Sydney, NSW 2000

One Farrer by Dexus Place blends the sophistication of the financial district with cutting-edge design. Located in the heart of the CBD, this premium venue elevate your next meeting with the sophisticated meeting spaces, state-of-the-art facilities, and exceptional service designed to inspire collaboration and productivity.

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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