The greater advice industry needs more investment to maximise efficiency to help practices increase client numbers by 50 to 100 per cent, the Professional Planner Licensee Summit has heard. But while investment in technology is cited as a key booster, data from Investment Trends noted advice practices believe streamlining fee consent requirements will generate significant efficiency gains.
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.
2024 Licensee Summit
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