Using client data to drive client engagementBY STUART ALSOP | MONDAY, 29 AUG 2022 4:32PM With today's 24/7, on-demand technology, clients are increasingly seeking more frequent interaction with their finances digitally alongside face-to-face contact with their ... 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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