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One of the most misunderstood and badly executed aspects of the client engagement process, according to ASIC, is the scoping and scaling of... Read more »
For those advisers who don’t have a degree in psychology and just want to provide good and compliant advice to their clients, goals-based... Read more »
Hans Egger discusses how to stop wasting your time in a guest blog at The Independent Financial Adviser (IFA), a digital resource... Read more »
Astute Wheel 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.More about Astute
Better advice. More clients.
Level 2, 53 Berry Street,
North Sydney NSW 2060
02 94 533 588