Leading Financial Planners share their growth stories and insider tips on staying ahead of the challenges caused by the pandemic.
Other highlights include:
• Paraplanners share their working from home 'highs and lows'
• A poignant Planner Casebook on how one leading Financial Planner helped a family cope with the devastating loss of a loved one
• James Mackay of Frazer James on reaching "overlooked and under-served" nextgen clients
• Wes Nixon of Kelsall Steele on his move from compliance to Financial Planning and his client management philosophy
• Cedric Bucher of Hearthstone Investments on why property fund restrictions may turn out to be a wise move
• Susan Ring of Link Group on the outlook for dividends
• Plus contributions from Keith Richards, Jacqueline Lockie, Chloe Moran, Julie Lord, Fraser Donaldson, Keith Churchouse and many more experts and commentators.
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