Accelerating the benefits of Managed Portfolios | Webinar

Brett Mennie, HUB24 Head of Managed Portfolios is joined by Lydia Pearson, State Manager VIC/TAS, Tim Scott (Ford Scott Financial Planning) and Tim Townsend (TownsendCobain) as they share their own journey, experience, and learnings of adopting managed accounts into their businesses.

With a specific focus on client experience, client value proposition and long-term client benefits, this session explores how the perception of benefits shift as a business matures their approach to managed portfolios.