Communicating effectively with your clients requires that you meet them regularly, says Ray Henderson. How often do you contact your clients Only 50 per cent of financial advisers in Australia contact their top clients more than 10 times per year.
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.
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