 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
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
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