Recognised as the key event for the leaders of the financial planning wholesale market, with licensees coming together to discuss the issues that underpin the delivery of advice and the businesses behind it.
“Breadth of presenters and details they were happy to share. Take my hat off to the organisers. Very well done. 100%. As a growing business, very meaningful, the conference reinforcing a lot of what we are doing, helping stay on the journey despite the barriers, and new ideas to alter course as needed”
Head of Advice Wealth Management, 5 Financial
“Keeping up to date, stimulating ideas, hearing what other practices are doing and how they are feeling. It was above expectations, seamless in fact. Audio and visual both excellent”
Operations manager, Zone Financial
“Hearing current practitioners ideas, challenges and successes – it’s all relevant and provides wonderful perspective at a time when we are mingling less (if at all) and losing that community feel and engagement amongst us. It was a fabulous event. Some great best practice sessions were shared!”
National practice consultant, Lifespan Financial Planning