Building an aged care value proposition

Members of the Financial Planning Association (FPA) attended Advanced Technical CPD Workshops around the country in November and December last year.

In the first of a three part series, Professional Planner Online filmed the session Building your Aged Care Value Proposition – facilitated by Louise Biti, director of Strategy Steps.

Each workshop ran for two hours but the video below has been edited down to 30 minutes.

For more information on Louise Biti’s seminars on advice in aged care, click here.

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No single model wins: advice ownership set to stay diverse

No single model wins: advice ownership set to stay diverse

The ownership and structure of financial advice businesses will remain varied and diverse in coming years. Whether it’s employee-owned, consolidation into so-called “super firms” or even fragmentation as established teams spin out into their own businesses, no single model is likely to dominate.

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