The secret to growth? Keep it in the family

Lifespan Financial Planning provides licensee services to more than 170 advisers across 110 offices in Australia, with roughly $2 billion in funds under management. Yet, the company, is still run in accordance with the principles you’re more likely to see in fiercely independent small businesses: strong relationships with staff, a hands-on management team, and a point of difference from the big guys. In this interview with Professional Planner magazine, Lifespan CEO, Eugene Ardino, discusses the Lifespan culture that was established when his father founded the business in 1994.

We provide lots of training and personal development days for staff, and I regularly travel across the country meeting with advisers,” Ardino says. “Our advisory services manager has been with us for 15 years, while our general compliance manager has been with us for nine years, so staff turnover is low.

Read the full article in Professional Planner.