henry.fagan@coredata.com.au' Articles by: Henry Fagan

Image: Shutterstock, via: Prostock-studio

Ask the right questions the right way to get the best answers

CoreData research has shown that only around one-third of financial advice firms conduct formal and regular surveys to keep in touch with clients and what they’re thinking. In other words, two-thirds of […]

by March 2, 2021 0 comments Advice, Advisers, Research