New Appointment at ContinuitySA

22 April 2013 | People and Companies | Appointments | ContinuitySA

Tracey Linnell has been appointed General Manager: Advisory Services at ContinuitySA.

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Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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