Navigating the Future of Advice Workshop

Ripoll, Cooper, Bowen – is your business prepared for the challenges and opportunities ahead?

Last chance to register for the Navigating the Future of Advice Workshop – it’s on next Wednesday 15 September!

Why You Should Attend

Create a compelling vision for your ideal life and ideal business to support it

Develop a Client Value Proposition that builds high-trust client relationships and inspires clients to pay you for your advice, independent of products or assets under management

Understand the Values-Based Financial Planning business model and how it benefits your clients and your business

Develop a pricing model for your business independent of commissions or hourly rates

Jim Stackpool and Bill Bachrach join forces to host this workshop with latest content on Jim’s What Price Advice® pricing breakthroughs and Bill’s Introduction to Values-Based Financial Planning™

Contact: Brett Kennedy on (02) 9955 6222

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When simplicity becomes the ultimate sophistication

When simplicity becomes the ultimate sophistication

Vanguard Australia head of financial adviser services Rachel White, Family Wealth Advisory founder Michael Bova and Aequitas Investment Partners joint chief investment officer Rowan Stewart discuss the whether lower-cost active options deliver value for money.

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