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In today’s competitive financial services sector, strong client relationships are as important as technical expertise, writes Dr Michael Read more
Think back to how you first guided clients through the financial planning process. You probably handed them a paper-based statement of Read more
ifa is pleased to announce its partnership with AstuteWheel as a platinum partner for the annual Adviser Innovation Summit. The company has Read more
AstuteWheel is Australia’s leading client engagement software providing financial planners with financial modelling calculators, online questionnaires, educational videos and presentation tools to help clients understand your value proposition. ... Read more
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