A panel of industry experts has been assembled to help identify the best financial planning practice in Australia.
Professional Planner and practice management consultancy Business Health, in conjunction with MLC Advice Partnerships, are searching for the best run financial planning practices through the 2013 Best Practice competition.
The competition finalists will be assessed by experts including Paul Derham, a partner in the law firm Holley Nethercote; Bob Neill, a director of Seaview Consulting; Mark Rantall, chief executive of the Financial Planning Association of Australia (FPA); and Brad Fox, chief executive of the Association of Financial Advisers (AFA).
You are eligible to enter the 2013 Best Practice competition regardless of the scale or location of your business, and regardless of whether you’re self-licensed or operating as an authorised representative.
Nominations for the 2013 Best Practice award close today. You can be nominated by your licensee, or nominate yourself using the downloadable self-nomination form. Then, all it takes is 30 minutes to fill out a free online HealthCheck, and you’re away.
In return for completing the HealthCheck you will receive from Business Health a confidential assessment of your business, benchmarked against more than 2000 other financial planning practices in the Business Health database.
The HealthChecks of all competition entrants will be assessed to draw up a shortlist of finalists, and Business Health will then personally visit each office to assess and validate each of the shortlisted practices and their HealthCheck results. An industry-based judging panel will make a final decision on the winner of the competition. The finalists will be invited to take part in a Professional Planner round table, and the winner will be announced by Professional Planner in August.
Nominations for the 2013 Best Practice competition close on June 14.
