Peter Audet MFinPlan

Managing Director, Varria, West End, QLD

We have a major corporate client that we have traditionally engaged with in a face to face seminar series throughout Australia. We would typically have conducted the About You meeting over the phone or in person after the session.

With the profound changes of 2020 we have instead adopted a virtual seminar approach on Teams and incorporated the Astute Wheel as the post seminar engagement tool. What we have discovered is that only those clients genuinely committed to seeking advice will take the time to complete the questionnaires, This has resulted in greater efficiency of our time and a much clearer understanding of a client’s circumstances as we enter the initial discussion.

To be honest, I wish we had adopted this method sooner. It’s truly working well for our team.

Peter Audet
Varria Personal Financial Advisors & Planners

AstuteWheel Client Engagement Platform <i class="fas fa-phone mid-blue"></i> 02 94 533 588
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