Unlock the benefits of client retention
Financial advice practices are blessed with low rates of churn, compared with businesses in other industries, but even a small improvement in this area adds substantial value.
Financial advice practices are blessed with low rates of churn, compared with businesses in other industries, but even a small improvement in this area adds substantial value.
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