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The Changing Advice Conversation
Guest: Annette Pulbrook, Principal of FinBiz Advisers
Duration: 18:11
Date Recorded: 8 May 2020
Certainty Adviser and Principal and Director of FinBiz Advisers, Annette Pulbrook joins me on this episode of our Certainty Advice Podcast where today we discuss how to ask the right questions of your financial services provider. So much has changed in Australia's financial landscape and as a consequence, what we do and ask, when sitting across from our accountant, adviser, etc., has become much harder. Listen in as Annette shares her insights and unique take on the client/adviser relationship.
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By Jim Stackpool - Founder Certainty Advice GroupGuest: Annette Pulbrook, Principal of FinBiz Advisers
Duration: 18:11
Date Recorded: 8 May 2020
Certainty Adviser and Principal and Director of FinBiz Advisers, Annette Pulbrook joins me on this episode of our Certainty Advice Podcast where today we discuss how to ask the right questions of your financial services provider. So much has changed in Australia's financial landscape and as a consequence, what we do and ask, when sitting across from our accountant, adviser, etc., has become much harder. Listen in as Annette shares her insights and unique take on the client/adviser relationship.