Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach.
Siobhan McTiernan LinkedIn
Pivot Wealth Website
This episode is proudly sponsored by First Sentier Investors.
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast
General disclaimer for this podcast and all XY Education podcasts
https://www.xyadviser.com/disclaimer/
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.