Industry insight and client-friendly thought starters
It’s called “Personal Financial Advice for a reason. That’s the view of Perpetual’s Head of Insights, Gary Lembit, who surveyed 3000 Australians and found an elite group of them who were able to achieve a sort of nirvana on earth...
After years of measuring adviser performance through thousands of client interviews, I’ve come to see consistent patterns of behaviour that contribute to outstanding client relationships. Small gestures often make the biggest difference.