Financial Planning

What advice do financial planners have for other professionals?

18 February 2020

Money & Life team

Money & Life contributors draw on their diverse range of experience to present you with insights and guidance that will help you manage your financial wellbeing, achieve your lifestyle goals and plan for your financial future.

The theme of the 2019 FPA Professionals Congress – New Horizons – was all about facing the future and adapting to change as a profession.

The financial services profession is going to continue to go through periods of radical change over the next decade. Although daunting to some, these changes have the potential to provide plenty of opportunities for growth for planners. So, what’s the best thing you can do according to planners? Embrace the change!

Here’s some advice our Congress attendees had for financial planners moving into 2020.