Professional Planner’s Best Practice Forum brings together financial planning practice principles who are motivated to adapt and disrupt themselves in order to navigate the strong forces of commercial and regulatory winds. Now is the time for financial planners and practice owners to be proactive and positive agents of change.
One of the better conferences I’ve been to in some time, with the breadth of presenters and details they were happy to share. Take my hat off to the organisers. Very well done.
Head of advice wealth management, 5 Financial
Exceeded my expectations, was seamless in fact. Beneficial keeping up to date and hearing what other practices are doing and how they are feeling.
Operations manager, Zone Financial
Loved the whole experience – this is definitely something I would consider as an annual must attend, great to hear from other advisers and how they are feeling in our ever-changing world.
Chief operating officer, Olive Financial Markets