 Hans Egger Managing Director, AstuteWheel
HANS EGGER | FRIDAY, 5 APR 2024 The not-so-secret source 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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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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