INNOVATION IN THE PROFESSIONAL ADVICE PRACTICE OF THE FUTURE

AFA research has built a deep understanding of successful advice businesses and leading advisers. This research highlights four critical areas of success for advisers and their businesses:

• Adviser qualities: Skills, knowledge and ability to earn trust
• Practice Service Proposition: Delivering the client experience
• Advice Process: Creating deep client engagement and ongoing
• commitment to a quality financial plan
• Transparent Fee Model: Deliver value for money

We present leading industry experts and advisers to explore these four critical areas and other key issues.

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