Search Results | Showing 51 - 58 of 58 results for "Trapnell" |
| | | ... in all major cities in the country," said Kelly, chief executive officer of Wealth Enhancers. Synchron director, Don Trapnell points to the organisation's NextGen program as key to the success of younger advisers such as those at Wealth Enhancers. "NextGen ... |
| | | | ... presentations, providing life insurance quotes and logging on to financial planning software XPlan. Synchron's director Don Trapnell said it is the first-ever planning conference in Australia that revolves around the iPad or the use of the latest technology ... |
| | | | ... prospecting off the back of the... 2009 NextGen conference for under 40's advisers on the Gold Coast late last year," said Don Trapnell, director, Synchron. The increase in numbers and particularly the predominance of under age 40 new advisers has been ... |
| | | | ... reviews. "Synchron's expansion to 150 advisers makes it necessary for us to bring more expertise on board," said Don Trapnell, director at Synchron. "We deliberately choose seasoned staff because many of our advisers fled the big institutions who insist ... |
| | | | ... three-day conference which is aimed at new and recent entrants to the financial advice industry," said Synchron director, Don Trapnell. "Some of our attendees are reasonably new Synchron advisers or in training at a Synchron practice or looking closely ... |
| | | | ... giving client access to the range of financial service available from Synchron advisers," said Synchron director, Don Trapnell. Synchron also embarked on an initiative called Adviser Online, which allows advisers to consolidate client reports, pool clients' ... |
| | | | ... 50s and they are aging, and to address that, two years ago we started our Next Gen course," said Synchron director Don Trapnell. The three-day course attracted representatives from Synchron and other firms as advisers gathered together for climbing exercises ... |
| | | | ... client-focused, concentrating on giving clients access to the range of financial service available from Synchron advisers, said Don Trapnell, Synchron director. He added that the site will have an easy to use search function so that potential clients ... |
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