Learning how to connect and engage with clients and potential clients is a crucial weapon in the financial planner’s armory that is too often overlooked in favour of technical skills and compliance issues. Andrew Klein, MC of the 2014 SPAA SMSF National Conference and director of presentation skills at Spike Presentations, says whether it’s a
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.
Featured Homepage Posts