Seven Steps to Successful Transitions

Seven Steps to Successful Transitions

David Haintz AM David Haintz AM

David Haintz AM

Merchant Australia - Partner

发布日期: 2019年7月6日
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Everywhere you look, advice firms are transitioning in one way or another. Whether it be to a new investment approach, a new platform, a managed account, or even a new pricing model, these transitions can be daunting projects. 

Where do you start? Do you even get started? For some people, it becomes all too hard. For those who manage it well, it can provide a durable platform for success.

From my experience witnessing both successful and sub-optimal transitions by advice firms around the world, there are seven clear steps for getting the process right. Here they are. #disruption #financialservices #financialadvice #transitions

Marc du Plooy

Vacant

5 年

Hi David thank you for this as usual a keen insight

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