The upheaval of the financial advice industry has meant reactively adapting to change rather than proactively improving businesses, writes Sue Viskovic. Placing forethought into the design of a business is a necessary part of building the foundation of future successful advice firms.
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