Feb 05 2024 23 mins
Damon Riscalla who is National Head of Practice Development for Betashares discusses his insights about how to run the best advice practice.
- Changing with clients over time
- Developing a business plan that helps you
- Developing your niche/strengths
- Knowing when to let clients go
- Managing referrals well
Moderated by David McDonald, CFA of IMAP