Deeper Client Relationships at Scale
The XY Podcast and myprosperity have teamed up to bring you this great series
DEEPER CLIENT RELATIONSHIPS AT SCALE
5. Karolina Kuszyk
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity.
Karolina belives that there’s a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series.
DEEPER CLIENT RELATIONSHIPS AT SCALE
4. Caren Hendrie
Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she advises other accounting, financial planning and bookkeeping practices on how to grow and scale their business. She highlights the three most important factors in scale: systems, communication and technology.
DEEPER CLIENT RELATIONSHIPS AT SCALE
3. Andy Fenton
Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. Andy fundamentally believes that “if you really want to make your wealth work for you, then you have to take some level of responsibility for the journey”, and that you can’t manage what you can’t measure.
DEEPER CLIENT RELATIONSHIPS AT SCALE
2. Nicole Stuart
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies.
Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden.
DEEPER CLIENT RELATIONSHIPS AT SCALE
1. Conrad Francis
Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients.