Practice Engagement & Growth

We are committed to helping our financial planners achieve their goals and we believe regular engagement is central to this. We have a deep understanding of our financial planning practices, their challenges and opportunities. We explore areas such as their client service proposition, pricing, processes, goal setting, business staffing, marketing and technology, among others.

We keep our financial planning practices ‘accountable’ in what they wish to achieve, and problem solve with them when needed. We achieve this through regular touch points and peer group learning pods. We facilitate the sharing of ideas between financial planners and practices for the common purpose of everyone achieving better outcomes for their clients and their businesses.