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  Miscellaneous 2003

Business in the New Millenium - A Corporate Perspective

Source: QLD

Published Date: 16 May 2003

 
This presentation covers the following topics:
- the relevance of separation of ownership and control to adviser relationships
- the perspectives of client and adviser
- why a client expects what they do
- what advisers should do, but often don't
- what makes a good adviser
- what clients hate
- how not to 'mutilate' your clients
- how to attract clients away from existing advisers
- common mistakes adviser make in attracting and retaining clients.

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Details

  • Published By: Keith Burchill
  • Published On:16 May 2003
  • Took place at:Jupiters Hotel & Casino, Gold Coast

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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