A simple goal we have is to go from 100 clients per adviser to 300+, and one day 500+
Video Interview
CFS & FNZ: Clive van Horen and Roman Regelman on the Future of Advice in Australia
A candid conversation between Clive van Horen, Group CEO at CFS, and Roman Regelman, Group President at FNZ, on adviser productivity, AI adoption, and the tangible progress being delivered through CFS Edge.