Client onboarding - First impressions drive lifetime outcomesBY RICHARD DUNKERLEY | VOLUME 10, ISSUE 1Research conducted by the Aite Group1, in the US, found that only 30% percent of wealth management businesses regard the client onboarding process as an opportunity to create ... Get articles like this delivered to your email - Sign up for the free weekly newsletter More Articles |
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.