The Real Impact of Managed Accounts

MAY VIRTUAL MASTERCLASS | DAY TWO

The benefits of managed accounts for improving advice practice efficiency and enhancing client engagement have been widely espoused. Praemium’s Martin Morris talks through the latest research, conducted by Business Health, designed to prove or disprove the commonly held beliefs around Managed Accounts.

The research takes a deep delve into the quantifiable benefits, at a client and practice level, experienced by those advice businesses utilising managed accounts relative to their peers who have yet to make the transition.

Presenters: Martin Morris, Head of Distribution and Director of Praemium Australia
FASEA CPD areas: Client Care and Practice, General
Topic area: Skills, Practice Management

  • 12:00 pm - 12:45 pm
    REGISTER