The 12 Steps of a Managed Accounts Journey #2
Play • 1 hr 14 min

In this instalment we talk about steps four, five and six in the change management process. This includes having a strong value proposition and investment philosophy, what our clients want, and the perceived objections from all stakeholders.

For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services

Simone McMullin Principal at Annex Wealth Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/ Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett Executive Director at Colonial First State Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/ Colonial First State Website: https://www.cfs.com.au/

Tom Schubert Co-Founder and Managing Partner at Drummond Capital Partners Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/ Drummond Capital Partners Website: https://www.drummondcp.com/

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