The 12 Steps of a Managed Accounts Journey #1

In this first episode we cover the first three steps of implementing a Managed Account Solution, including where you are now, the catalyst for change, and where you want to end up. For help with your managed account journey, speak with Drummond https://www.drummondcp.com/about#client-services Simone McMullin Principal at Annex Wealth Simone McMullin LinkedIn: https://www.linkedin.com/in/simone-mcmullin-7bb428120/ Annex Wealth Website: https://www.annexwealth.com.au/ David Moloney Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker David Moloney LinkedIn: https://www.linkedin.com/in/david-moloney-cfp%C2%AE-1276b922/ Avant-garde Financial Group Website: https://www.avantgardefg.com.au/ Melanie Bennett Executive Director at Colonial First State Melanie Bennett LinkedIn: https://www.linkedin.com/in/melanie-bennett-752b95122/ Colonial First State Website: https://www.cfs.com.au/ Tom Schubert Co-Founder and Managing Partner at Drummond Capital Partners Tom Schubert LinkedIn: https://www.linkedin.com/in/tom-schubert-279571159/ Drummond Capital Partners Website: https://www.drummondcp.com/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/