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Showing 11 - 13 of 13 results for "Rod Bertino"

Self-employed are more picky with advice

MICHAEL HOBBS  |  WEDNESDAY, 18 FEB 2009
... clients were not happy with the implementation, communication and review strategies used by their financial planner. Rod Bertino, Business Health partner, said financial planning practices should partner with accounting firms, develop a fully functional ...

No jump in client meetings: Business Health

MICHELLE BALTAZAR, MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
... than 1,000 financial advice practices and found, on average, they were conducting 6.2 client appointments per week. Rod Bertino, Business Health partner, thought the number should have been much higher. "We thought intuitively perhaps to see an increase ...

Aus planners lead the world in business practice

MICHAEL HOBBS  |  TUESDAY, 8 APR 2008
... more Australian practices had documented business plans, more of them had started to address succession issues," said Rod Bertino, Business Health partner. "I think it's a function of Australia being more mature in terms of practice development, thinking ...
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