• Forging successful partnerships with brokers

  • 2024/10/11
  • 再生時間： 1 時間 5 分
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Forging successful partnerships with brokers

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  • Parras & Associates accountant Nick Parras and Pristine Finance broker Marinko Radomir share how working together has helped support their clients and strengthened their businesses.

    In this latest episode of Accountants Daily Insider podcast, host Miranda Brownlee and Annie Kane, managing editor of The Adviser, speak to Nick and Marinko about their specialisation in high-net-worth and medical professionals and how they work together to deliver the best outcomes for these clients.

    Tune in to find out:

    • How working with brokers can also benefit accounting firms.
      Tips for finding broking partnerships that are the right fit for the accounting firm.
    • Shared and unique challenges in each profession.
    • How they work with high-net-worth clients.
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あらすじ・解説

Parras & Associates accountant Nick Parras and Pristine Finance broker Marinko Radomir share how working together has helped support their clients and strengthened their businesses.

In this latest episode of Accountants Daily Insider podcast, host Miranda Brownlee and Annie Kane, managing editor of The Adviser, speak to Nick and Marinko about their specialisation in high-net-worth and medical professionals and how they work together to deliver the best outcomes for these clients.

Tune in to find out:

  • How working with brokers can also benefit accounting firms.
    Tips for finding broking partnerships that are the right fit for the accounting firm.
  • Shared and unique challenges in each profession.
  • How they work with high-net-worth clients.
続きを読む 一部表示

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