Long-term success in financial advice depends on trust, governance, and professionalism. Explore how practices and licensees can future-proof their businesses through strategic planning, data cohesion, and client-centric leadership in a post-Hayne landscape.

Financial planning can only evolve into a true profession through structural reform and individual certification. Explore how separating product from advice, embracing fiduciary responsibility, and leveraging technology can create a trusted, client-focused future.

Mark shares insights on overcoming the fear of marketing, clarifying your value proposition, and why social media remains an underutilised tool in the industry. They also discuss the significance of intergenerational wealth transfer, identifying your niche, and the myth of organic growth.

If you’re looking to build a sustainable and scalable financial advice business, this episode is packed with actionable takeaways to help you refine your approach and invest in long-term success.

To become a true profession, the financial planning sector must reform its structure. Discover how moving beyond the licensee system, adopting registered advice groups, and building public trust can redefine the future of financial advice in Australia.

What separates the best financial advice businesses from the rest? Explore how curiosity, continuous learning, and client-focused innovation drive long-term success for leading financial planning firms across Australia.

Multi-partner “super firms” are reshaping the future of financial advice. Discover how scalable, multi-owner advisory models are driving growth, improving client outcomes, and setting new standards for the next generation of financial planning businesses.

Artificial intelligence is reshaping financial advice by making it more accessible, affordable, and personalized. Explore how AI-driven tools are bridging the advice gap, empowering advisers, and expanding financial inclusion for individuals and families worldwide.

Long-term success in financial advice depends on trust, governance, and professionalism. Explore how practices and licensees can future-proof their businesses through strategic planning, data cohesion, and client-centric leadership in a post-Hayne landscape.