
Episode 10 - Building the right client base
FAAA Podcast di Financial Advice Association of Australia (FAAA)
S1 · E10
8 giu 2022
35:08
Note sull'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.
Parole chiave
getting clients