Session 5:
A Day in the Life of a Managed Accounts Specialist
Facilitator:
Doug Kirkman, Head of Sales and Marketing, www.managedaccounts.com.au
Adviser Q & A
- Case studies: Three different financial advice groups based on their specific needs and the managed accounts solution that fits those needs
- Day-to-day management of managed accounts (staff training, management structure and performance monitoring)
- Transparency and Control: a demonstration of the benefits of managed accounts
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