Family matters - clients' family business is your business

Joanne Earl | Macquarie University | 21 February 2019 | 1.00 CE

Traditionally, financial advisers have focused on the person who presents for advice - but that's usually only part of the story. The individual lives as part of a broader system of interconnected networks and relationships. There are advantages - for you and for them - in thinking about the client as part of a family dynamic. This session explores why a client's business should become your business. By...