Happy Planners – Professional Planner Dealer Group Summit

How to make sure your advisers stick around

Please click HERE to download a copy of the slides presented to the Professional Planner Dealer Group Summit by Kristen Turnbull, head of advice, wealth and super at CoreData.

The full Licensee Report is available for purchase from CoreData. For more information please call Kristen on 02 9376 9609.

You can visit the CoreData website at www.coredata.com.au

 

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New research highlights the need for financial advice in the workplace

New research highlights the need for financial advice in the workplace

Australians want their employers to step up on financial advice and education with the cost of not doing so already showing up in workplace mental health and performance. Demand for corporate super specialists is set to rise.

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