Colonial First State, Case Study

Futureproofing the Adviser Conversation at Scale

Morris was engaged by Colonial First State to keynote a national adviser roadshow across six cities, presenting to over 1,200 advisers using FirstChoice and FirstWrap. The brief? Shift the conversation from performance to possibility. From product specs to strategic empathy. Morris delivered a futures-backed provocation on how superannuation and wealth planning would be reshaped by generational shifts, digital behaviour, and redefined financial trust.

Shift: From product-centric pitches to life-aligned financial narratives that resonate with emerging client expectations.

The result? A reset of the national conversation on how advisers engage the next generation — and a toolkit for seeing the world through the client’s evolving lens