David Purain – Acumen
Financial Advisor, Acumen Wealth Management, Subiaco, WA
The 1-day Astute Advisor course in Sydney was highly informative, interactive and enjoyable.
Solid concepts and principles discussed, which provided me with a good foundation upon which I’ve been able to go do further research and expand on. Yves Stening from iCommunicate was absolutely brilliant.
I hopped on the plane the next day and reviewed some of the concepts and notes from the course on my way home. Reading the material the 2nd time enabled me to reflect and reinforce the learnings from the course and enabled me to come up with a good all-round service proposition for new and existing clients. Hoping to implement as soon as possible.