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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The most critical debate for the advice profession right now

The most critical debate for the advice profession right now

The advice industry has had some important debates over the past 30 years, including fees versus commissions, who owns the client and a new class of adviser, but another critical issue is playing out right now, requiring advisers’ urgent attention, according to AZ NGA’s Paul Barrett.

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