Adding Value to Our Advice: Delivering Persuasive Client Presentations
Guest Speaker:
Monica Lunin
Facilitator & Coach @ 6Degrees
Contact: Di Bungey
di.bungey@fpa.asn.au
September 6, 2010
Uncategorized
When simplicity becomes the ultimate sophistication
Vanguard Australia head of financial adviser services Rachel White, Family Wealth Advisory founder Michael Bova and Aequitas Investment Partners joint chief investment officer Rowan Stewart discuss the whether lower-cost active options deliver value for money.
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