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Take your seat at table, advisers told

Monday 26th of August 2019

That was the message of Scott Fitzpatrick, a CFP from Australia and founder of Fitzpatricks Private Wealth, who spoke at this year’s Financial Advice New Zealand conference.

He said advisers needed to think about what clients valued. That was increasingly someone who could help them construct a lifetime plan and act as an orchestra conductor to get them organised. “Someone w...

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