46 min
#273 Siobhan McTiernan Ensombl Advice Australia
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- Business News
Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach.
Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/
Pivot Wealth Website: https://pivotwealth.com.au/
This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach.
Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/
Pivot Wealth Website: https://pivotwealth.com.au/
This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.com.au/
Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/
46 min