Let’s keep the profession pushing forwards

“​​Over the past two years in very difficult circumstances significant progress has been made. That said, as an industry, we could and should do so much more. Next year has the potential to be the year that so much of this comes together, I hope we will see widespread collaboration to make this a reality.”

The profession made strides in 2021, and it should keep moving forward (Ian McKenna)

The client experience

Financial education needs to be better implemented (Simon Bussy)

Why do clients leave their financial advisers? (Philip Palaveev)

Financial planning for children: what are the options? (Josh Martin)

The advisory profession

The Center for Financial Planning’s best academic papers of 2021 (CFP Board Center for Financial Planning)

Now is the time for the profession to evolve and change (Kim North)

The advisory profession has an interesting future ahead of it (Brett Davidson)

Work and business

What can your firm do to contribute towards achieving net zero? (Nick Astley)

Inclusiveness is vital to a healthy organisational culture (Steve Butler)

Retirement is an emotionally complex time (Joy Lere)

Adviser marketing

The challenges of adviser marketing in 2022 (Kristen Luke)

The prospect barriers your marketing needs to address (Tony Vidler)

A marketing code of ethics (Sara Grillo)

CONTENT FOR ADVISERS

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