20 – 21 March 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

20 - 21 MARCH 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

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Breaking The Mould In Financial Planning

Theatre 5
Financial Planning Next Conference

Imagine if you jumped into financial planning – for the first time – and challenged the status quo in not one but three ways. You charged flat fees rather than a percentage; targeted people under 50 rather than rich retirees; and invested heavily in technology compared to other financial planners. Can you really differentiate yourself in financial planning and succeed?

Key takeaways: 

  • Learn about the unmet demand for financial planning in alternative demographics
  • Discover how you can still make money with flat fees
  • Get ideas for building a powerful tech stack to drive financial planning