Mitchell is the Group General Manager at Coastal Advice Group. He joins Jess to talk about creating a balanced “score card” for staff, and how advisers can attract the right clients through marketing.
You can get a transcript of this podcast
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.