DiscoverIMAP Podcast Series - Independent ThoughtEpisode 28: How to run the best advice practice
Episode 28: How to run the best advice practice

Episode 28: How to run the best advice practice

Update: 2024-02-05
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Damon Riscalla who is National Head of Practice Development for Betashares discusses his insights about how to run the best advice practice. 

  • Changing with clients over time
  • Developing a business plan that helps you
  • Developing your niche/strengths
  • Knowing when to let clients go
  • Managing referrals well

Moderated by David McDonald, CFA of IMAP

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Episode 28: How to run the best advice practice

Episode 28: How to run the best advice practice

IMAP