A decrease in adviser numbers and a growing demand for advice has industry leaders saying the advice profession has an obligation to boost productivity. A roundtable hosted by Professional Planner has heard how the best-performing practices are leading the way to find efficiencies.
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.
Roundtables