25/03/2020 Podcasts 45 minutes to read Back to all News & Insights
Author Martin Morris, Praemium Head of Distribution
Martin has 29 years of industry experience spanning both Australia & the UK markets, where he has held national roles in both product distribution & AFSL management. Martin has attained his MBA & is a Graduate of the Institute of Company Directors.
Praemium's Martin Morris discusses the statistical research on advice practices using managed accounts and the impact this is having on their practice in regard to client retention, client acquisition, business productivity and profit compared to their peers not using managed accounts.

Praemium webinar series

Martin outlines the statistical facts from advice practices around Australia using managed accounts compared to their peers and whether managed accounts: 

  • improve client engagement
  • increase business productivity
  • require a whole of business mind shift
  • reduce risk exposure
  • are suitable for high net worth clients only.

The webinar will also cover the real impact of managed accounts on an advice practice and how to get the most from the approach.