Join us for the next Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Your local Advisor Facilitator will be your main point of contact.
Note: This event is for Advisors only.
Advisor Connect: AI & the Evolving Role of Advisors — Advisor or Dinosaur?
📍 Swaab, Sydney CBD
📅 Thursday, 14 September 2025
🕔 8:00 AM – 9:30 AM
Join us for a dynamic and thought-provoking session with David Williams, as we explore one of the most pressing questions facing professional services today: How do advisors stay relevant in the age of AI?
Titled “Advisor or Dinosaur?”, this interactive session will unpack how artificial intelligence is transforming the professional services landscape, and what family business advisors need to do to stay ahead of the curve.
David will challenge us to consider:
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Are we at risk of becoming the next Blackberry in a fast-paced digital world?
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What new expectations do clients have of their advisors?
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And how can we adapt to not just survive, but thrive?
This isn’t just about technology—it’s about relationships, relevance, and redefining value. Expect an honest, energetic conversation about the future of advice and how to evolve your role within your area of expertise.
🔍 Topics we'll explore:
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The changing landscape for family business advisors
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AI and automation: threat or opportunity?
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Redefining the advisor’s role in the AI era
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Avoiding obsolescence: how to remain essential
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Strengthening client relationships in a tech-led world
Whether you’re a long-time Advisor Connect participant or new to the group, this session will offer fresh perspectives and practical strategies for engaging with family business clients in this rapidly changing environment.
👤 About the Speaker – David Williams
David Williams brings over 45 years of commercial experience, with more than three decades in capability development and organisational change. He holds an MBA and Graduate Diploma of Management from the Australian Graduate School of Management (AGSM), UNSW, and has held senior executive roles across listed, private, and family businesses.
David has:
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Led business startups and market expansions
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Served as a Director across three organisations
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Designed and delivered leadership programs for the Australian Institute of Management (AIM)
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Facilitated executive programs for AGSM and presented nationally and internationally
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Been a long-standing FBA Forum Group Facilitator since 2012
He’s a Member of the Australian Institute of Company Directors and the Governance Institute of Australia.
💼 Connect with David on LinkedIn
🎟 Reserve your seat now!
Spaces are limited for this in-person event. Don’t miss your chance to join the conversation and prepare your practice for the future.
We look forward to seeing you there.
Thank you to our Event Host
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Please contact the FBA Office on 1800 249 357 if you need assistance registering for this event.
Click here to view the terms and conditions.
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