The life-first adviser and how to be one
Client-centric advice is the key to success. You can provide it by asking the right questions, listening to the answers, and shifting away from product sales.
Client-centric advice is the key to success. You can provide it by asking the right questions, listening to the answers, and shifting away from product sales.
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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