Scott Charlton Coaching Director, Slipstream Coaching Pty Ltd
SCOTT CHARLTON | THURSDAY, 22 MAR 2018 Traditionally, financial planners' focus has been getting new clients on a recurring revenue arrangement as soon as possible. If any regard has been given to the fee for initial advice, it has been in the context of "They won't (much) pay for that". ... Read more SCOTT CHARLTON | FRIDAY, 9 FEB 2018 How you can learn from two radically different leaders and take your firm to the next level. Read more PAGE: 1 |
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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.