We’re excited to launch Insider Insights, our new video series where industry leaders share practical advice on running a successful adviser business. Covering topics from succession planning to client retention and operational efficiency, these videos offer perspectives from experts who have built thriving careers and businesses in the financial advice industry.

In our debut episode, we’re honoured to feature Naomi Ballantyne, Chairperson of TAP Group, with over 40 years of industry experience. As the founder of two of New Zealand’s leading life insurance companies, Naomi shares valuable insights on “Successful Succession,” focusing on strategies for future planning and securing your legacy. Watch below to hear Naomi’s insights:

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This is just one of the many ways TAP is dedicated to helping advisers like you succeed. This episode is a preview of the exclusive resources our members enjoy.

By joining TAP, you’ll gain access to ongoing professional development, including Insider Insights, and a comprehensive suite of services designed to make running your FAP easy - freeing you to focus on growth and building client relationships.

To learn more about how The Adviser Platform (TAP) can support your business, talk to our team today — click here.