Advisers should aim to spend about 80 per cent of their time in face-to-face contact with clients or connected via other means. Getting the right mix of client versus 'everything else' time could require consideration of outsourcing and offshoring options, David Haintz writes.
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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.
On Practice
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