Licensees have more potential partners and outsourced service providers to work with today than ever before. The Professional Planner Licensee Summit heard that getting the right arrangements in place can help raise adviser capacity, business efficiency and profitability – as well as potentially reducing PI insurance costs.
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.
2024 Licensee Summit