Onboarding new clients is still a key friction point for advice practices as the collection of data and dealing with various compliance obligations slows down the advice process. But one advice firm has found it was able to halve its onboarding time by offering clients a few incentives.
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.
On Practice