Professional Planner’s annual Licensee Summit is recognised as the key event on the calendar for the leaders of financial planning and super fund licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice. The Summit focuses on the fundamental challenges, including regulatory change, rising standards, defining a licensee value proposition to remain relevant and compelling, finding people with the right skill sets to support new advice offerings and supporting financial planners as they continue progressing towards professionalism.
This year, we’ll give you insights into how to implement and maintain a best-in-class digital advice offering, and explore emerging customer and business models to increase your ROI, so you can accelerate your business’s growth and profitability.
Understanding key issues facing the industry, who are thought leaders,Ric ZanettiPrincipal, Zanetti Recruitment & Consulting
who think they are thought leaders.
There was a great atmosphere combating the issues that licensees are facing and to see that senior players were attending this conference.Mike GilesCTO, Ignition Wealth
Getting to interact with impressive individuals.Stewart BellFounder and business coach, Audere Coaching & Consulting
I found the networking really beneficial, and the program as a whole was really good.David HarrisCEO, Advice Evolution
Network building opportunity and industry/licensee assessment content.Jason TattershallHead of advice partnerships and membership, Financial Planning Association of Australia
Getting likeminded people in similar positions in the same room talking about important things.Jacqueline MinellDirector professional standards, Dixon Advisory
The inquiry has put all AFSL holders on notice. Here’s a lawyer’s guide to getting ready for the demands and dangers that may come.
In a Professional Planner survey, nearly half of respondents said their firm was either self-licensed or planning to be self-licensed, confirming the trend towards independence.