Developing strong referral relationships with accountants is an important part of building a successful advice business. This article draws on the real-life experience of financial planners, Alan and Paul, to illustrate what can go wrong. Buoyed by earlier successes with accountants and in an expansionary phase, Alan and Paul approached a regional three-partner accounting firm
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