Annual client agreements will force financial planners to change their business practice forever.
Advisers who can demonstrate their value proposition, particularly in client review meetings will survive the next market correction. Those who cannot, will see an increase of clients choosing to opt out.
Discover how you can change your client’s understanding of financial planning and demonstrate your value efficiently, taking into account all the new compliance requirements.
In this session gain insights into:
- How to provide compliant advice in less time.
- Case studies: What client-focused (goals-based) advice looks like.
- Strategies to save time whilst delivering a high level of advice.
ASIC Competency: Financial Planning FASEA Category: Client Care & Practice 0.33 AFPA21CP2021064
ASIC Knowledge Requirements: Skill Requirements (0.25 hour) FPA CPD AREAS: Client care and practice (0.25 hour)