Practice owners: Is it time to play safe or brave?BY BRAD FOX | WEDNESDAY, 6 JUN 2018 12:12PMIf you own a financial planning practice or AFSL then you must be asking yourself questions with increasing urgency about what the future holds for you, your clients, and your ... Upgrade your subscription to access this article
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Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
This certainly has the look & feel of an industry that will face a major contraction.
The interesting thing with advice is that people will continue to need & seek it. Furthermore they prefer to get it from someone they can trust.
Good advisers are like teflon & they come through this change with fantastic practices. The average & ordinary will either fail or surrender. The smartest amongst this group are heading for the exits early.