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.
Katherine Hunt says it’s “quite strange” that advisers tend to use the same old academically untested risk profiling tools. No wonder, she says, they keep providing the same biased results.
Transparency with advisers was an essential part of the transformation process Centrepoint Alliance CEO Angus Benbow kicked off close to a year ago now. Leaders have no choice but to…
Advice collective AZNGA’s head Paul Barrett ruffled a few feathers when he shared some thoughts on the future of the licensing model to open the Professional Planner Licensee Summit.
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Fullerton Hotel, Sydney (formerly The Westin), NSW Australia
Jun
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