Engage: How to create enduring client relationshipsBY HANS EGGER | FRIDAY, 5 APR 2024 8:05AM 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. What a prospective ... 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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Engage: How to create enduring client relationships
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