Financial planners lack the training and tools to effectively engage with clients. Daniel Miles and Halie Samson argue that current advice models should be thrown out and replaced with outcomes-based advice. Financial advisers haven’t been properly armed with the tools they need to deliver quality advice. The limited education and modelling tools available are clunky
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.
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