The 12 Steps of a Managed Accounts Journey #4
The 12 Steps of a Managed Accounts Journey 1 June 2022
In this final instalment we cover steps ten, eleven and twelve in the change management process, including practical implementation, the client journey, and reviewing the process.
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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You can get a transcript of this podcast here
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The 12 Steps of a Managed Accounts Journey #1
In this first episode we cover the first three steps of implementing a Managed Account Solution, including where …
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The 12 Steps of a Managed Accounts Journey #2
In this instalment we talk about steps four, five and six in the change management process. This includes …
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The 12 Steps of a Managed Accounts Journey #3
In this episode we continue with steps seven, eight and nine in the change management process. We talk …
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The 12 Steps of a Managed Accounts Journey #4
In this final instalment we cover steps ten, eleven and twelve in the change management process, including practical …
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