There are key activities that any adviser will undertake over the course of a year. However, as Rod Bertino explains, there are some ‘must do’ activities that advisers should undertake to help drive business value into the new financial year.
Home truths about recruiting advisers. Many financial planning business owners are facing being approached with offers too good to refuse from competitor dealer groups, but then not taking up these offers.
FoFA presents financial planning firms with a number of challenges. However, as Mark Ballantyne explains, good client engagement will not only make FoFA easier but also improve the value and saleability of your practice.
No More Practice Education Pty Ltd
Level 1, 10 Shelley Street, Sydney NSW 2000
