It’s time to ditch the licensee moniker because it fails to capture the importance and value of the broad services and solutions they increasingly provide, AZ NGA’s Paul Barrett writes. The next generation of licensees will move from a defensively minded risk management mentality to an offensively minded position to help advice firms further their competitive edge.
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.
Opinion