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Forging successful partnerships with brokers

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Manage episode 444621437 series 2394975
内容由Accountants Daily and Momentum Media提供。所有播客内容(包括剧集、图形和播客描述)均由 Accountants Daily and Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Parras & Associates accountant Nick Parras and Pristine Finance broker Marinko Radomir share how working together has helped support their clients and strengthened their businesses.

In this latest episode of Accountants Daily Insider podcast, host Miranda Brownlee and Annie Kane, managing editor of The Adviser, speak to Nick and Marinko about their specialisation in high-net-worth and medical professionals and how they work together to deliver the best outcomes for these clients.

Tune in to find out:

  • How working with brokers can also benefit accounting firms. Tips for finding broking partnerships that are the right fit for the accounting firm.
  • Shared and unique challenges in each profession.
  • How they work with high-net-worth clients.
  continue reading

260集单集

Artwork
icon分享
 
Manage episode 444621437 series 2394975
内容由Accountants Daily and Momentum Media提供。所有播客内容(包括剧集、图形和播客描述)均由 Accountants Daily and Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Parras & Associates accountant Nick Parras and Pristine Finance broker Marinko Radomir share how working together has helped support their clients and strengthened their businesses.

In this latest episode of Accountants Daily Insider podcast, host Miranda Brownlee and Annie Kane, managing editor of The Adviser, speak to Nick and Marinko about their specialisation in high-net-worth and medical professionals and how they work together to deliver the best outcomes for these clients.

Tune in to find out:

  • How working with brokers can also benefit accounting firms. Tips for finding broking partnerships that are the right fit for the accounting firm.
  • Shared and unique challenges in each profession.
  • How they work with high-net-worth clients.
  continue reading

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