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.
“Practice engagement underpins what Fortnum has long been known for – its collegiate culture. It is our goal to assist Fortnum practices to articulate where they wish to take their business, assess where they are currently and map a plan to achieve their goals."
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