‘Would you like financial planning services with that?’ and other lessons from the US
A Melbourne-based independent financial planning firm has urged other planners to test their business models against the innovative US market after they radically transformed their business model following a series of fact-finding tours in the US. Innate Financial Services Group’s Shane Nicholas, Luke Eres and Mirko Cugura (pictured) headed stateside more than half-a-dozen times in
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