As licensees transition to being providers of professional services to advice firms, they’re finding they can’t offer every service a practice needs. This session will dissect how licensees can partner with third parties to add services to their offering, and how these are structured and delivered to advisers. With offshoring services becoming a greater trend the panel will discuss which services are best suited to be situated overseas.
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.