1 June 2011 00:01
“If you’ve got a database of clients already paying you money, you can convert them to flat fee. It doesn’t have to be complicated. But you do not need to miss out on income; you can just simply go through that exercise.”
AIFA, Daniel Brammall, financial, planner, Simon Hoyle
Dixon may be doing the right thing in the pandemic, but the contentious adviser is doing it for all the wrong reasons.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
COVER STORY: Commissioned to create a united industry response, was the Trowbridge report a stitch up?"/>
IN FOCUS: Cooking up a storm with a new recipe for retirement income solutions"/>
IN FOCUS: Doing it in style – a global approach to finding value in equities"/>
FORUM: Why success is is simple as A, B, and C"/>
Leave a Comment
You must be logged in to post a comment.