Five steps to drive high performance in advice firmsBY OLIVIA ELLIS | FRIDAY, 12 APR 2024 8:00AM Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment. Macquarie Business Banking's ... 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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Five steps to drive high performance in advice firms
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