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.

, , , , , , , ,

Leave a Comment

Why the personal conversation matters in financial advice

Why the personal conversation matters in financial advice

Having the answer to a client’s problem isn’t always the same as being helpful. Nicole Bendeich writes that simply providing clients with more information is not the same as understanding their fears and what gets in the way of making a decision.

Sort content by