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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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
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.