How do you approach your self-employed clients?

In our latest post we commented that, according to our CATScan client satisfaction database, self-employed clients were generally less satisfied with their adviser when compared to the satisfaction l...

clients

deborah.kent

Advisely Board

2 years ago

Terry-Bell we dont necessarily have a different approach to our SME clients, rather they do get more detailed service due to the type of clients they are, we spend time with their Accountants, and Lawyers around growing their wealth through contributions, ensuring they have adequate estate planning in place including if they have a SMSF POA for the fund seperate to the personal ones. A lot of time counselling on ensuring they have the right agreements in place.