The Financial Planning Association of Australia The Financial Planning Association of Australia

From a practice to a business, from impossible to predictable


Mark Lewin from Back Office Hero predicts that the most profitable practice owner in 2023 will be the financial planner who gave up financial planning in 2018 and transitioned themselves to become a business owner. This session is intended to educate financial planners and practitioners about why they should transition from financial planning practice to business, and how they can achieve this for the benefit of their clients and staff.

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