Skip to content
Episode details

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 here

More from the Ensombl Advice Australia Podcast

The latest