19 December 2014 05:15
Professional Planner is taking a break over the Christmas and New Year period.
Our offices will be closed from COB on Friday, January 19, and will reopen on Monday January 5, 2015.
We wish all of our readers a very Merry Christmas, and a safe, happy and prosperous New Year.
Best wishes,
Simon Hoyle
Glenn Freeman
2014, 2015, christmas, New Year
As AI is adopted more in financial advice, firms are experimenting with conversational AI to make first contact with clients who are unsure if they need financial advice or who are not yet ready to speak to a person. An Otivo and Borromean report shows that unlike what has been believed, clients do know the questions they want answers to.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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