Praemium Investment Leaders

Shifting to a managed accounts business mindset

June 09, 2022 Praemium
Praemium Investment Leaders
Shifting to a managed accounts business mindset
Show Notes
Praemium's Chief Distribution Officer Martin Morris talks to Paul Forbes, CEO of the Australian Advice Network and Robina Financial Solutions about the journey to becoming a Managed Accounts focused advice firm. Martin and Paul talk about building a client value proposition, introducing clients to managed accounts, selecting models, business efficiencies and choosing the right technology partner. It's a fascinating insight into a successful advice practice.