Ep 55: Benchmarking for success - Sarah Brennan episode artwork

EPISODE · Jun 25, 2021 · 42 MIN

Ep 55: Benchmarking for success - Sarah Brennan

from Between Meetings with Matt Heine

Hear how Sarah Brennan's career went from humble beginnings in a call centre, to setting up her own benchmarking business and then becoming the CEO of Investment Trends. We chat through the changing face of advice business models, the explosion of online broking and what advisers can do to position themselves for millennial markets. We also explore the growing importance of ESG, building trust and what we can learn from overseas.

Episode metadata supplied by the publisher feed · Published Jun 25, 2021

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Ep 55: Benchmarking for success - Sarah Brennan

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