Be informed, learn and share with the Knowledge Collective. Register for upcoming events below.

Client engagement process

Delivered by the Futuro Management team to help you understand what other firms do to deliver an excellent client engagement experience

25 Feb, 2019


Staff roles and responsibilities

What does your team structure look like? How does it compare to other advice practices and what is working in other businesses.

26 Feb, 2019


The Royal Commission & our future

Boutique Financial Planning Licensee, Paul Kelly, discusses life after The Royal Commission. Considering the changes applicable to financial advisers there is no reason why financial planning businesses cannot grow and prosper in the years ahead.

14 Mar, 2019