Planners, you're leaving value on the tableBY SCOTT CHARLTON | THURSDAY, 22 MAR 2018 12:29PM 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 ... 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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