A review meeting, but not as you know it
Business Health’s Terry Bell explains how advisers can add some shine to client review meetings that aren't quite hitting the mark.
Business Health’s Terry Bell explains how advisers can add some shine to client review meetings that aren't quite hitting the mark.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
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.
On Practice