XY Adviser
XY Adviser
Dec 1, 2021
#273 Siobhan McTiernan
Play • 46 min

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/

More episodes
Clear search
Close search
Google apps
Main menu