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  Miscellaneous 2003

Business in the New Millenium - A Corporate Perspective

Source: QLD

Published Date: 16 May 2003

 
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.

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Details

  • Published By: Keith Burchill
  • Published On:16 May 2003
  • Took place at:Jupiters Hotel & Casino, Gold Coast

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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