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How ‘Future-Ready’ is your Financial Planning Practice?
In this COVID VUCA (Volatile, Uncertain, Complex, Ambiguous) world we are operating in, the only constant is change. In order to build a successful, sustainable and valuable financial planning business that is ‘Future Ready’, we need the right mindset and a plan that enables us to conquer the chaos and take the ‘best practice’ of today and incorporate it with the ‘best thinking’ of tomorrow to succeed.

Successful financial planners do this well. They know the importance of having a plan, knowing their numbers, connecting with their peers and starting with the end in mind. In their eyes, ‘Future Ready equals Sale Ready’, regardless of when or if they want to sell their business.

In this webinar, Cate Americano will discuss the key considerations and profit drivers that directly impact the value of your business and the key considerations every practice should have as part of their strategic plan, to mitigate risks, maximise opportunities and position their clients, their people, their business, and themselves for the future.

Mark Lewin will speak firsthand about how he transformed his financial planning practice into a business and sold it for $1.1m more than originally expected. Together Cate and Mark will discuss the key profit drivers that will make the most valuable difference to your financial planning practice.

CPD
To obtain CPD for AFA Webinars you must watch the full webinar presentation. Your CPD certificate will be emailed to you within one week of the webinar being held. Please get in touch at events@afa.asn.au should you have any questions about CPD for this webinar.

May 19, 2022 11:00 AM in Canberra, Melbourne, Sydney

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Speakers

Cate Americano
CEO|Founder @Inspiration Cafe
Cate has 30 years’ experience in the financial services industry, coaching some of Australia’s most successful financial planning practices. Her extensive experience working with start-ups to over $5M in revenue, has enabled her to develop strategic, results-orientated plans and processes to facilitate change and transform businesses.
Mark Lewin
Principal @Back Office Hero
Mark was a financial planner for 24 years before selling his business to start 'Back Office Hero' to help other financial planners improve their business valuations. A long and varied career working within financial markets gave him the experience to assist financial planners to create efficient 'sale ready' businesses.