The 12 Steps of a Managed Accounts Journey #4
Channel: Ensombl Advice Australia
Date: 2022-05-31

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 https://www.drummondcp.com/about#client-services

Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/
Annex Wealth Website: https://www.annexwealth.com.au/

David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/
Avant-garde Financial Group Website: https://www.avantgardefg.com.au/

Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/
Colonial First State Website: https://www.cfs.com.au/

Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/
Drummond Capital Partners Website: https://www.drummondcp.com/

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