BEST PRACTICE FORUM
July 27, 2021
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.
Learning that financial advisers from all size practices are going through the same issues and changeTony PerreeDirector, Perreemium Accountants
We get hit with so much from an industry perspective it was great to have sessions thatMichael GrammaticoDirector, Innovative Financial Solutions
were a little more personal than professional development
The practice focused sessions, and the fact that they were able to be covered in 1 dayStuart McKenzieDirector; representative, Strategem Investment Services
The focus on change and the new ethical overlay for financial planning practicesKym BaileyTechnical services manager, JBWere
The industry super fund’s head of advice challenged a room full of advisers about the way they charge their clients, fully aware that she might make a few squirm.