Why your financial planning business needs hypertargetingBY DEAN HOLMES | FRIDAY, 16 APR 2021 9:24AM In setting up your financial planning business you have a unique opportunity to focus on a very, very specific group of people - Seth Godin calls it your 'tribe' - where ... 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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