June 1, 2022

The 12 Steps of a Managed Accounts Journey #3


The 12 Steps of a Managed Accounts Journey

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In this episode we continue with steps seven, eight and nine in the change management process. We talk about the perceptions of letting go of control, what to look for in an investment partner, stakeholder engagement and change management.

For help with your managed account journey, speak with Drummond

Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn
Annex Wealth Website

David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn
Avant-garde Financial Group Website

Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn
Colonial First State Website

Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn
Drummond Capital Partners Website

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