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'Not going to cut it': Advisers can't restrict themselves to under 100 clients

Without an influx of new talent coming in, the industry will be left with the challenge of boosting client capacity to bridge the advice gap. This means having 80 to 100 clients per adviser will not be sufficient according to Elixir Consulting managing director Sue Viskovic.
New South Wales Jonathan Ayres Paul Otivo Jane Hume Advice Efficiency Professional Planner Licensee Summit

'It's a different scale': Koda deal won't set industry standard

The Koda Capital deal with Emigrant Partners has brought attention back to the holy grail of wholesale advice, but Encore's Tom Reddacliff says this model won’t work for everyone. At Professional Planner's Licensee Summit he will be leading a panel on the merits of different advice models and the future of advice businesses.
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