How Financial Planning firms are preparing for Quality of Advice recommendations

On Demand Webinar

While we wait to hear what potential new or amended regulations may fall out of the Quality of Advice review, one thing we do know is that affordability of Advice is being closely considered.

At a time when Financial Planners are having to raise fees to offset the soaring cost of doing business, many are being left unsure how more pressure on advice fees will erode their ability to service clients and maintain profitability.

In this 45 minute webinar recording, you’ll discover:

  • How to adapt to any regulatory change without comprising client service
  • How to reduce time spent on SoA preparation and audit record keeping
  • How to optimise your use of technology and AI
  • How to reduce your cost of service with the support of outsourcing

How Modern Accounting Firms are Reshaping Business Services

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Mark W
Head of Operations, Heffron

Mark W - Head of Operations, Heffron
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Sook S
Partner, Enspira Financial

Sook S Partner, Enspira Financial
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Michael B
MWB Accountants

Michael B - MWB Accountants