June 27, 2022
Since the advent of the Professional Year for new entrants to advice, practices have struggled to structure effective programs to foster talent. Despite the inherent challenges, however, some are managing to identify talent and align the education mandate with the job of bringing someone through the system.
Participants: Darren Steinhardt (Infocus managing director) and Kris Martin (KDM Financial Planning managing partner)
Facilitator: Tahn Sharpe, editor, Professional Planner
Length: 30min
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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