#375 Chris Morcom
Ensombl Advice Australia
00:00
Estate Planning
It's just a simple, like we don't overcomplicate it. We're not asking the group to come up with a strategy. The advisor and the associate who are presenting this workshop actually have to do the work prior to the workshop and say, well, this is the strategy we're going to do. I love that. And I can see that particularly for pulling in the associates, getting good exposure to lots of clients as opposed to just the ones that they're working with would be super valuable. For the advisors, is it a different advisor than the advisor that's actually the lead advisor for the clients? Absolutely. Well, that's fine. Yeah. Definitely just providing some notes
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