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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WTL model proven, but tailwinds alone won’t create value: Cullen

WTL model proven, but tailwinds alone won’t create value: Cullen

WT Financial Group founder and managing director Keith Cullen said the licensee’s business model is now proven, and that it has built the “machinery” needed to convert well-documented industry tailwinds into shareholder value.

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