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Roy John Hall, ADFP, CCFP
Roy John Hall, ADFP, CCFP
Jul 12, 2024

Adapt to regulations and thrive: Fewer clients, more fees and education

Change, especially the forced change brought by regulations, can be difficult to adapt to. In Australia, the number of financial advisors plummeted. A Top of the Table member discusses how he was able to overcome the challenges and is now seeing more higher-wealth clients than ever coming to his practice.
Regulatory complianceBusiness processes
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Author(s):

Roy John Hall, ADFP, CCFP