Studies into what motivates advice consumers - and pricing this financial advice - have revealed a vast chasm between planner models and client expectations. Grahams’s segmentation research, developed in conjunction with Professional Planner, looks to pair advice strategies with appropriate clients.
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