Search Results | Showing 101 - 110 of 131 results for "Practice Development" |
| | | Matrix Planning Solutions has appointed former AXA executive Helen Shao to the newly created role of practice development manager. In this role, Shao will work alongside Matrix general manager of practice development, Geoff Martin, assisting Matrix ... |
| | | | Australian Financial Services Group has engaged practice development firm Elixir Consulting to boost its Board of Advice program. Peter Daly, group chief executive and managing director of AFS Group, said the BoA program aims to help principals to clarify ... |
| | | | Synchron has hit the 150-financial-adviser mark and hired a practice development consultant. The financial advice group appointed Neil McKay as practice development consultant. McKay is a financial adviser who has also acted as a risk insurance consultant ... |
| | | | ... in the key regions under his remit. Meanwhile Guardian had also appointed Michael Townshend to the role of practice development manager for Victoria/Tasmania/South Australia. Browning said Townshend is experienced in practice management, and has also ... |
| | | | ... crisis management. Similar to last year's conference, the program will be split into three streams namely Practice Development, Investment & Technical and GenXt. The GenXt stream has been specifically tailored around the educational and business practice ... |
| | | | ... Financial Advice Network can bestow on one of the firm's advisers. "Each year we assess professional and practice development, feedback from colleagues and the contribution made by the individual to their local and wider community as well as the industry," ... |
| | | | ... superannuation and business development. According to the firm's statement, Strapps will add another layer of practice development to the existing team and enhance the firm's product and marketing services to financial advisers. "Barry will be an active ... |
| | | | ... software will be integrated into the MPS practices. Geoff Martin will assume the role of general manager, practice development, working with adviser businesses on areas covering professional development, succession and equity transfer. David Dye has ... |
| | | | ... Rod Bertino, Business Health partner. "I think it's a function of Australia being more mature in terms of practice development, thinking about initiatives and implementation." Bertino said he expected the level of practice management to improve in the ... |
| | | | ... of general manager, practice management for MLC Advice Solutions. Meade will be responsible for the firm's practice development team nationally, which focuses on supporting financial planning businesses. Meade was previously the NSW State manager for ... |
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