S5E4 Ongoing Advice - Pillars of Value with Martin McGrath
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S5E4 Ongoing Advice - Pillars of Value with Martin McGrath
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Continuing our series on Ongoing Advice, this week we are joined again by Martin McGrath of Financial Edge Group.
Martin, former CFP of the year and - arguably more important - former guest on the show, shares with us:
- how critical an ongoing relationship is with their clients
- numbers around how many new clients go from onboarding to ongking
- how they’ve worked out their fees
- the touch points they use to deliver value to their clients across the year
- the challenges of pricing work beyond the scope of an ongoing arrangement
- the joys of providing Centrelink services to people in retirement
As ever, Martin’s generosity in sharing his insights, data and opinions shines through.
Full of practical tips from a frontline operator, you’ll want to share this one with anybody else you know in advice.
Find Out More About Martin
Nathan:
advice@nathanfradley.com.au
www.nathanfradley.com.au
Jordan:
jordan@planningsolo.com.au
www.planningsolo.com.au
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.