Mitchell is the Group General Manager at Coastal Advice Group. He joins Jess to talk about creating a balanced "score card" for staff, and how advisers can attract the right clients through marketing.
Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Central Coast Financial Planning Group Website: https://www.centralcoastfpg.com.au/
Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life
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/
Information
- Show
- FrequencyUpdated Daily
- Published15 June 2022 at 1:00 pm UTC
- Length59 min
- RatingClean