Who owns the clients in a Financial Planning business?

One of the main questions I am asked by employers when recruiting for Financial Advisers is, can the Financial Adviser bring across clients? While this request may seem harmless, it holds a lot more to it than at first glance, it raises the question “who actually ‘owns’ the clients”? When businesses are hiring a Financial…

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Marketing Professionals Salary Guide Financial Services 2021

Despite the challenges a global pandemic brings to international markets, the financial services industry in Australia continues to remain buoyant and there continues to be strong demand for marketing professionals. Interestingly, marketers in financial services tend to be paid more when we compare Kaizen data to average marketing salaries in Australia*. There are many factors…

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