Tick-a-box approaches to compliance may not only be expensive and time consuming but they could also be holding advisers back from taking the next step in putting ethics into practice and advancing towards broader community trust and professional recognition, JB Were’s Kym Bailey and McMahon Clarke’s Selina Nutley discuss. Â
WT defines success by growing businesses, not selling services
WT Financial Group managing director Keith Cullen believes the licensee’s commercial success isn’t centred around offering more services to charge advisers but rather lifting the commercial capabilities of the underlying businesses.
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