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Discover the 3 common traits of top-performing financial planning firms.


See how the best firms thrive and how you can too.

Curious about what sets the top-performing financial planning firms apart?


Join Sharon McClafferty, CEO, at 12pm Tuesday 30 July for an insightful webinar where she will discuss the three common traits of leading financial planning firms. This is your chance to see the transformations top-performing firms have achieved over the past 12 months and envision what's possible for your own firm’s future.


Why attend?

  • Uncover the key traits that drive success in financial planning firms
  • Learn from real-life examples of firms that have thrived in the past year
  • Get practical insights to help you grow and build a more sustainable business


Who should attend?

This webinar is for any financial planning firm eager to elevate their business and achieve sustainable growth. Whether you're looking to enhance client satisfaction, streamline operations, or boost profitability, this session will provide you with actionable strategies to get there.


WATCH THE RECORDING

Are you ready to plan for your best?

Over two days of hands-on coaching with our expert team, you’ll walk away with an airtight business plan that will guide and motivate you to achieve more than you thought possible in your business and personal life.

Sydney: 19 - 20 November

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