06/06/2022 Podcasts 38 minutes to read Back to all News & Insights

Praemium's Chief Distribution Officer Martin Morris talks to Paul Forbes, CEO of the Australian Advice Network and RFS Advice about the journey to becoming a Managed Accounts focused advisory firm. Martin and Paul discuss building a client value proposition, introducing clients to managed accounts, selecting models, business efficiencies and choosing the right technology partner. It's a fascinating insight into a successful advice practice.