A focus on clients and the advice landscape with Jonathan Philpot, Partner, Wealth Management - HLB Mann Judd

Russell Investments Australian Podcast
14/12/2020 27 min
A focus on clients and the advice landscape with Jonathan Philpot, Partner, Wealth Management - HLB Mann Judd

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Episode Synopsis

Jonathan Philpot from HBL Mann Judd chats with Bronwyn Yates on wealth management and offering full-service wealth management to clients. Jonathan discusses managing expectations and preparing clients during COVID-19 and the changing landscape of advice.  

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