Adviser satisfaction with licensees is at record highs, according to the latest annual data produced by CoreData and presented to the Professional Planner Licensee Summit. And even though the attraction of self-licensing remains real, there are four key elements that drive adviser happiness with their licensee.
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.
2025 Licensee Summit