Deeper Client Relationships at Scale #2 – Nicole Stuart
Deeper Client Relationships at Scale 17 June 2021
Proudly sponsored by MyProsperity
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies. Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden.
Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart-05a5b117/ King Financial Group Website: https://www.kfgroup.com.au/
Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/
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You can get a transcript of this podcast here
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