While outsourced paraplanning is becoming increasingly popular, advisers should be aware of the risks involved in sending these duties overseas, a business consultant has warned.
Category Archives: Press and Media
STRAIGHT TO THE SOURCE
Life after COVID-19: What’s next for advisers, markets and the economy?
As Australia looks to have successfully flattened the curve of coronavirus infections, thoughts now turn to how the economy, the financial services sector and the advice industry will be reshaped in the aftermath of the crisis. Join a panel of industry …
UNHAPPY CLIENTS SWITCHING ADVISERS FOLLOWING CRISIS
ANNUAL OPT-IN TRANSITION OFFERS UP-SELL OPPORTUNITY
COVID-19 AS A CATALYST FOR POSITIVE CHANGE
CLIENT EXPERIENCE WORKSHOP 2020 AGENDA ANNOUNCED
IFA CLIENT EXPERIENCE WORKSHOP 2020 DAY 2: DEFINING THE NEXT LEVEL OF CLIENT EXPERIENCE
FREE CPD POINTS TO HEAR WORLD CLASS SPEAKERS
GARRY LYON ON THE WOWCROWD
The second episode of WoWcrowd led by Garry Lyon, former Captain of Melbourne Football Club and awarded media personality aired on Wednesday 9 December.