By encouraging clients’ children to be involved in the wealth-transfer process, financial advisers are likely to see a higher satisfaction and retention rate, according to a whitepaper from Australian Ethical and CoreData Research.
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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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