Building your client's self-esteemBY ELEANOR DARTNALL | TUESDAY, 10 OCT 2017 12:45PM What is value? How often is it that we, as advisers, sit down with a client who has little or no appreciation of how well they have managed their financial affairs in the past? ... Upgrade your subscription to access this article
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Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
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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.
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