Having a deeper – and sometimes uncomfortable – conversation with clients about their investment beliefs and the assumptions they are making can effectively clear the air and avoid the conflict experienced in encouraging clients to do 'the right thing', Paul Moran writes.
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
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