A survey of more than 40,000 clients reveals that as your relationship passes the three-year mark, you’re most at risk of being dumped. Rod Bertino explains. One of the key insights to emerge from a recent analysis of our CATScan data was that the clients who have been with their adviser for between three and
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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