In this episode we continue with steps seven, eight and nine in the change management process. We talk about the perceptions of letting go of control, what to look for in an investment partner, stakeholder engagement and change management.
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/
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