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Showing 1 - 2 of 2 results for "Business Health owner Rod Bertino"

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... 27% of advice practices are touching base with their best clients more than 10 times a year. Business Health owner Rod Bertino told a Midwinter event this morning that while there is no one correct answer, how often an adviser communicates depends on ...

Succession planning major issue for advisers

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
... these practices are run by "indispensable" sole proprietors. "These are major issues," said Business Health owner Rod Bertino. "Only 9% of these practices have what we would class as a truly effective succession plan. 62% of these practices are sole ...
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