Helping clients resist the siren-song of past performance
A key part of an adviser’s value proposition is being able to explain investment ideas effectively – and here’s an opportunity to learn from some of the best how to do that.
A key part of an adviser’s value proposition is being able to explain investment ideas effectively – and here’s an opportunity to learn from some of the best how to do that.
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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