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Practice Management
Target the right clients in the right manner

Helping you through the entire advice process

Each practice works with a single Practice Manager who acts as the first point of contact for all matters. Following onboarding and training, our Practice Managers are there to support you through the entire advice process, including pre-client engagement, client presentations, and ongoing service.

Our Practice Managers have extensive industry experience advising clients and assisting advisers. They draw on their backgrounds in accounting and financial planning to deliver valuable advice and ensure you spend your time targeting the right clients in the right manner.

  

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