Keeping clients front and centre

Keeping clients front and centre

NAB general manager of wealth distribution Geoff Rogers dropped by the studio to recap the 2018 ifa Business Strategy Day, where he ran a session on client centricity and practice management.

Geoff also spoke to ifa about NAB’s commitment to the non-aligned advice sector, the latest in the platform space and how managed accounts can benefit advisers and their clients. He also talked about NAB’s decision to demerge its wealth management divisions and what that means for ifa readers.

from the web

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