BEST PRACTICE FORUM DIGITAL
July 27, 2021
Best Practice Forum Digital: Survival, sustainability and development in challenging times
The Professional Planner | Financial Planning Association Best Practice Forum Digital is an interactive event broadcast across the country that taps into the experience and insights of practice owners, principals, consultants and other industry participants on surviving and thriving in this year of change and challenge.
Conversations include leadership, mental health, regulation, practice efficiencies, measuring progress, FPA’s perspective, licensee choice, nurturing new advisors, ethics and a regional view.
CPD accreditation for all delegates will be provided by the Financial Planning Association of Australia (up to 5 points)
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.