-
Sort By
-
Newest
-
Newest
-
Oldest
When a client posed the question to Wattle Partners adviser Drew Meredith it caught him off guard: “Am I good client?” they asked. “How could I be better?”
When an industry full of Gen X and Baby Boomer advisers is assigned the task of training swathes of largely millennial acolytes, there’s bound to be a few bones of contention according to Brisbane adviser Jaxon King.