The 12 Steps of a Managed Accounts Journey #4

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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