Michael Phillips

Since we have the staff engaged in updating the AstuteWheel for clients we have been a lot more successful in creating new business and leads.

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Engage: How to create enduring client relationships
Financial Standard | April 15, 2024

The not-so-secret sauce of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely Read more

AstuteWheel celebrates 11th anniversary with launch of AstuteWheel 4.0
Australian Fintech | May 30, 2023

AstuteWheel has celebrated its 11th anniversary with the launch of AstuteWheel 4.0. Managing Director, Hans Egger, says the goal when Read more

AstuteWheel celebrates 11th anniversary with launch of 4.0
Advisor Voice | May 24, 2023

AstuteWheel Managing Director, Hans Egger, says the goal when AstuteWheel was first launched in 2012 was to deliver an online program that Read more

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