Despite pressure to expand the number of clients due to a shortage of advisers, an increased book size might not work for every advice practice. There’s no magic number of clients as some advisers can utilise technology to manage over 300 clients but others service fewer but charge higher fees.
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
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