In 2020, COVID-19 reshaped everything for financial advisers; from the way you do business to the financial landscape. The crisis highlighted the value you can add in helping clients to navigate turbulent markets, providing reassurance, compassion and understanding.
With the market for advice shifting, 2021 is the perfect opportunity for you to take some time to reshape your business model.
Lifespan Financial Planning remains one of Australia’s largest privately owned adviser networks, with no ownership links whatsoever to any of the banks, fund managers or insurance providers.
Lifespan strives to partner with advisers and advice firms to build successful businesses through the provision of quality tailored services and support, financial products and education.