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Business in the New Millenium - A Corporate Perspective presentation

Published on 16 May 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers the following topics:
- the relevance of separation of ownership and control to adviser relationships
- the perspectives of client and adviser
- why a client expects what they do
- what advisers should do, but often don't
- what makes a good adviser
- what clients hate
- how not to 'mutilate' your clients
- how to attract clients away from existing advisers
- common mistakes adviser make in attracting and retaining clients.

Author profile:

Keith BURCHILL
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This was presented at 32ND ANNUAL STATE CONVENTION - QUEENSLAND: SHIFTING SANDS - EVOLVE AND ADAPT .

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Individual sessions

Business in the New Millenium - A Corporate Perspective

Author(s):  Keith BURCHILL

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