In this stage of the industry’s progression, documentation will play an important role in advisers’ ethical practices, Jon Scukovic from Park Lane Advice Group in Melbourne and Western Sydney University’s Michelle Cull discuss in a conversation that traverses some of the principles and practicalities of implementing ethical practices.
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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