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Home>Tag: Licensee of the Year

Licensee of the Year

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Industry

CoreData and Professional Planner name the 2016 licensees of the year

Professional PlannerJune 9, 2016
Analysis

You think you’re winning, but what do the clients think?

Simon HoyleMay 13, 2016
Industry

Finalists announced in 2016 Licensee of the Year

Simon HoyleMay 12, 2016
Industry

Research aims to identify the best financial planning licensees

Simon HoyleFebruary 22, 2016
Contributors

EXCLUSIVE: Life is short – why adviser infidelity is on the rise

Andrew InwoodSeptember 30, 2015
Contributors

Who is the real hero in your licensee’s story of financial planning?

Andrew InwoodSeptember 23, 2015
Featured Homepage Posts

Licensees to thrill: the best financial planning licensees of 2014

Glenn FreemanJune 2, 2014
Industry

Can’t get no satisfaction? Find out how your licensee stacks up

Simon HoyleMarch 4, 2014

Media

Video

Tariffs, trade wars and reverse globalisation

Video

US exceptionalism and AI demand

Video

Keep calm and diversify

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    Professional Planner

    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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