 Hans Egger Managing Director, AstuteWheel
HANS EGGER | FRIDAY, 5 APR 2024 The not-so-secret sauce of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients for life. Read more HANS EGGER | MONDAY, 18 JUL 2022 The digital advice questions in the Quality of Advice Review (QAR) survey missed their mark, meaning the opportunity to genuinely understand adviser views on fintech has been squandered. Read more HANS EGGER | FRIDAY, 26 JUN 2020 Financial advisers will have one meeting to convince their disengaged clients to become fee paying. Time spent developing a first-class client engagement process is crucial as this meeting will be repeated many times and needs to be perfect 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.
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