Corporatising a mid-tier advice firm requires unique skills and experience, requiring advice principals to make the choice to either be a great adviser or a great CEO. At scale, they can’t do both, according to Vital Business Partner’s Nathan Jacobsen.
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