Morningstar has uncovered what the most “irritating” behaviours by financial advisers are and how these can be fixed to better maintain client relationships. While these habits may not be terminal – the researcher says only 6 per cent of clients fire an adviser – it should still be a “wakeup call” to improve best practice.
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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.
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