Many advice businesses face major challenges such as succession planning, generational transitions and achieving growth. Addressing these challenges requires patient capital. In the first of a series of articles on the professional services firm of the future, AZ NGA’s Paul Barrett looks at how to attract the right capital partner.
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.
Opinion