
Episode 10 - Building the right client base
FAAA Podcast por Financial Advice Association of Australia (FAAA)
T1 · E10
8 jun 2022
35:08
Notas del episodio
In this episode of the FPA Podcast, Sue Viskovic of Elixir Consulting joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss how financial planning practices can effectively execute a strategy that targets the right type of client for their business.
Palabras clave
getting clients