With the evolution of the financial services industry, it is more important now than ever to embrace the changes that are affecting everyone.
It’s easy to become overwhelmed with the amount of compliance and reporting required to run a successful financial planning practice and with clients expecting more value from their advisor, the pressure is on to provide additional value.
In this presentation we will be discussing the 4 key elements that are affecting financial planners today and how to address them.
- How to get new, high paying clients.
- How to find and keep top flight staff.
- The impact of commoditisation and how to deal with it.
- How to move from drowning in regulation to adding value through wealth advisory.
You’ll be hearing from these three industry experts on how you can get results quickly and painlessly.