CoreData and Professional Planner name the 2016 licensees of the year

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CoreData and Professional Planner name the 2016 licensees of the year

The director of Australian financial services for CoreData, Sean Allen, says the 2016 licensee of the year winners share some common characteristics.

“There was one consistent across the winners: a commitment to improving the productivity and efficiency of their advisers and practices, whilst ensuring that these gains also created a stronger and enduring client experience,” he says.

“The overall winners for 2016 were also able to articulate a strong narrative for the future success of their practices, which obviously resonated with their advisers.

“What differentiated the winners was that their advisers bought into the overall licensee vision, direction and business plan.”

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