Londsdale extends catalyst program to accountants
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.
Recommended for you
A Victorian accounting firm – in which Count holds a 40 per cent equity stake – has announced the acquisition of an accounting client book through a $1.4 million transaction.
Australian Ethical has reported its net profit after tax (NPAT) fell 15% to $9.6 million for the year ended 30 June, while its underlying profit after tax (UPAT) declined 7% compared with the year prior, to $10.3 million.
Insignia Financial has announced a 59% increase in its underlying net profit after tax (UNPAT) to $234.5 million in FY22.
Having completed their educational qualifications, those advisers who remain in the industry are reporting being “run off their feet” with new clients.
