Step into the spotlight with us as we recount our exhilarating ride at the MP National Conference in Adelaide, where we snagged the illustrious Practice of the Year award! Join the celebration as we spill the beans on our journey towards this prestigious recognition, from the nerve-wracking nomination process to the euphoria of clinching victory.
But it's not all glitz and glamour – we peel back the curtain to reveal the heart of our success: client feedback. Dive deep into the world of self-reflection and improvement as we share the highs and lows of gathering independent feedback and our unwavering commitment to raising the bar.
But wait, there's more! We're not stopping at our own accolades – we're delving into the hot topics buzzing at the conference, like the looming wealth transfer tsunami. From dissecting property market woes to unraveling the mysteries of estate planning, we're here to arm you with insights for the road ahead.
And buckle up, because we're revving up the engines on financial literacy! Discover how education holds the key to unlocking the secrets of wealth transfer, as we navigate the twists and turns of preparing for the future.
So, grab your headphones and join the conversation as we dive headfirst into the world of financial planning and generational wealth. Your feedback matters, so let's shape the future together!
Articles Discussed:
Reflections on Winning Practice of the Year at the 2023 Astrum Awards
The Implications of the Wealth Transfer: Challenges and Opportunities
Addressing Family Dynamics in Wealth Transfer Planning
The Role of Financial Literacy in Shaping Generational Wealth
Lessons Learned from the MP National Conference: Insights for Clients
Links:
Our Links:
Facebook: https://www.facebook.com/burkebrittonfp/
Instagram: https://www.instagram.com/burkebrittonfp/
TikTok: https://www.tiktok.com/@burkebrittonfp
Podcast: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU
If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via https://app.acuityscheduling.com/schedule.php?owner=18922676
You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP
PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706.
Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
