Two years after the launch of Lonsdale Financial Group’s Catalyst for Financial Planners (CFFP) program, the group has developed a new stream that extends to accountants.
The group said the new program, called Catalyst for Accountants (CFA), was released following feedback from CFFP attendees indicating that their accounting colleagues were keen to access a similar service.
Londsdale chief executive Mario Modica said the CFFP and CFA programs provided training, business tools, strategic methodologies and peer-networking opportunities to assist them in developing the long-term stability and success of their businesses.
“Many of the key issues are common to accountants and financial planners – effective pricing and service packaging, succession planning, identifying new business opportunities,” Modica said.
The group also noted the key strategies to be specifically delivered through the CFA program were peer networking, strategic implementation support, practice management consulting and growth of small and medium enterprise clients, among others.
