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Sarah Wells, a WA-based broker who describes herself as a solutionist, delivers financial services traditional and tailored.
Sarah takes care of high-net wealth clients looking for advice and strategy in the long run.
Mark Bouris and Sarah discuss how to add value to your client and their key advisers, taking the time to do your research, and the extra mile to find ways to circumvent common inefficiencies in the broker world.
See omnystudio.com/listener for privacy information.
Sarah Wells, a WA-based broker who describes herself as a solutionist, delivers financial services traditional and tailored.
Sarah takes care of high-net wealth clients looking for advice and strategy in the long run.
Mark Bouris and Sarah discuss how to add value to your client and their key advisers, taking the time to do your research, and the extra mile to find ways to circumvent common inefficiencies in the broker world.
See omnystudio.com/listener for privacy information.
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