The costs of running an advice business are increasing and advisers need to find new ways of replacing this cost and mitigating risks in uncertain times.
More than ever before, advisers need to be qualified and prepared to sustain a valuable advice business. Increased regulation, reduced insurance commissions and higher overhead costs can make it difficult to justify the time and effort it takes to keep your client base engaged and profitable.
Join us to hear Adele Martin, multi-award winning Financial Planner and Founder of Firefly Wealth, talk about smart strategies to help you succeed. Learn how to:
1. Implement a solution that delivers fast results
2. Generate additional revenue
3. Reduce administration and create business efficiency
4. Provide more value to keep your clients happy.
Speaker: Adele Martin
Founder of Firefly Wealth
Adele is disrupting the financial advice industry.
She is the 2016 winner of the Independent Financial Adviser Excellence Award & Best Client Servicing Adviser and a 2017 finalist for the Women in Finance Awards.
She is passionate about making advice affordable and assessable and her mantra when growing her business is “what can I outsource or automate”
Adele is Australia’s leading authority for financial advice for Gen X & Y having been featured in The Australian Financial Review, The Sydney Morning Herald, Women’s Weekly, Sky Business, Triple M and Sky News.