No two clients are alike: another step in the value storyBY ELEANOR DARTNALL | WEDNESDAY, 27 SEP 2017 12:25PM Thank you to those advisers and investors who gave me feedback on my last post. It is heart-warming to see so many advisers wanting to understand more about the 'real value' we ... 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
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.
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Exactly right. One can just imagine a robo-adviser being able to do this...not