Advice practices are flooded with clients, and it’s meant that less profitable C and D clients are let go for the sake of retaining higher balance ones. However, a pair of advisers say that utilising technology has helped them retain these clients profitably.
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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