Martin Mulcare explains why regular contact is critical to achieving clients’ goals The lead-up to June 30 is usually characterised by a succession of client meetings, which are often described as “review meetings”. What is the purpose of your review meeting? If you regard it as a chance to touch base with your client and review the
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.
Magazine