This interactive workshop with a panel of three successful business owners, moderated by Julie Matheson, is designed to highlight the key elements of running a successful financial planning business, including 18 roles and responsibilities, and more than 20 services to choose from through the lens of Standards 7, 9 and 10 of the code of ethics.  You will hear what success means to the different business owners. The types of business/ employment structures to operate a successful business. How to get the structure right.  Building a client base and the technology stacks used by the speakers.

This session was a sell out at the Inspire Grow Series in Perth, all proceeds from this webinar will be donated to the Future2 Charity.

Register for the event.