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We are a financial planning firm located in Melbourne. We are using this podcast as a channel to showcase what we provide to clients and to enlighten listeners in what we could potentially do for them. Like more information contact the office 03 9111 2675
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Thursday Sep 16, 2021
Thursday Sep 16, 2021
Client engagement is something that we think we have worked on to differentiate ourselves from our competitors. Taking a holistic view of the client and ensuring a smooth transition and not causing too much friction long the client's journey is something we pride ourselves on.
Willard & Jamie discuss the front end of Kofkin Bond and how client engagement is key to our success
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