plannerpulse.com
PP 037: ADVISER PROFILE – Neil Salkow – Partnering, attracting clients and getting your own licence in an independent financial planning business — Planner Pulse Podcast
http://www.plannerpulse.com/podcast/pp-037-neil-salkow
October 18, 2015. PP 037: ADVISER PROFILE Neil Salkow Partnering, attracting clients and getting your own licence in an independent financial planning business. October 18, 2015. Is from Roskow Independent Advisory. Which is a self-licensed, independent advice practice with offices in Melbourne and Brisbane. Neil trained as an accountant but quickly moved into financial planning. And after not long working for someone else, decided to go out on his own. In this episode, we talk about:. What challenges an...
effectivereferrals.com.au
Effective Referral Management : Who is Effective Referral Management?
http://effectivereferrals.com.au/referral-management/who-we-are.asp
About Effective Referral Management. Effective Referral Management (ERM) has been born out of what founders Les Roberts. Kept hearing in the Financial Services industry year in year out for 30 years:. How do I get more referrals? And "How can I find someone I can trust to refer this business to? Referral Marketing has been done poorly for far too long in Australia. This is no easy task. With 30 years in various roles in Financial Services, a history in business risk management, Superannuation funds, Advi...
raise.capitalpitch.com
OpenMarkets
https://raise.capitalpitch.com/p/companies/open-markets
OpenMarkets is an advanced IT focused online broking firm, which was founded in 2012, that offers a completely independent service. It provides clients, based locally and abroad, with direct market access to ASX, Chi-X and NSX markets, ASX Exchange Traded Options, ASX Warrants and Exchange Traded Funds, Managed Funds and a range of Fixed Income products provided by the leading banks. Australia’s Next Evolution Online Trading Platform. Australia’s Next Evolution Online Trading Platform. You must Sign In.