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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Fewer but better-quality advisers a solid foundation for the future

Fewer but better-quality advisers a solid foundation for the future

Financial adviser numbers have stopped falling, and the profession now has a solid base on which to rebuild. The overall standard of remaining advisers is better than it was a decade ago, and new entrants are also higher quality than in the past. But improving access to advice in the near term will hinge on productivity gains rather than growth in adviser numbers.

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