February 18, 2022
What does a professionalising industry mean for the shape of advice practices? Is mending the advice gap a pipe dream for an industry veering towards the top end of the consumer market, or can a mass market solution work?
Participants: Simon Hoyle, CoreData, and Paul Barrett, AZ NGA
Facilitator: Matthew Smith
Length: 35min
By making sure practices have saleable businesses – even if there is no immediate intention to sell – is the strongest insurance policy to make sure an organisation is financially healthy.
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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