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Specialist insurance needs of high-earning professionals and market opportunities
May 9 @ 12:00 pm - 1:00 pm AEST
In today’s competitive professional landscape, high-earning individuals invest a substantial amount of human capital in their careers, dedicating years to education, delaying entry into the job market, and accruing significant student debt. The journey to success often demands hands-on experience, which can be both costly and challenging to attain during university or early career stages.
In this presentation, we delve into the unique needs of professionals, understanding that a one-size-fits-all approach is not sufficient for this discerning clientele. To effectively cater to their unique needs, we must develop personalised solutions, including risk strategies, that align with their individual circumstances.
In conclusion, we explore growth opportunities to advance the vital role of financial advice in the professional market by leveraging client referrals, collaborating with financial planners, and engaging accountants as strategic partners.
Speakers
