Rethinking client engagementBY ANDY MARSHALL | TUESDAY, 18 APR 2017 10:38AM Financial advisers who take the time to understand their clients' personality, emotional intelligence and learning styles stand a better chance of success in today's hyper-connected ... Upgrade your subscription to access this article
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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.
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