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Praemium Investment Leaders

Welcome to Praemium's Investment Leaders Series, a podcast created for financial advisers. Here, you'll gain invaluable insights from our in-depth conversations with investment managers and industry experts, covering topics from Australian equities, bonds, global equities, and ESG to burgeoning areas of alternative investments.

Stay ahead of the curve with the latest trends, strategies, and market forecasts, arming yourself with the knowledge to guide your clients confidently in the dynamic world of finance.

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Praemium Investment Leaders

Shifting to a managed accounts business mindset

June 09, 2022 • Praemium

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.

Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only and aren't tailored to individual financial situations and do not contain financial advice. Views expressed by presenters may not align with Praemium's and nothing in this podcast should be seen as an endorsement or recommendation of the product or strategy. For more information about Praemium, including our disclosure documents, please visit our website.

We recommend that individuals seek professional financial advice before taking action.

People on this episode

Damian Cilmi

Host