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What happens when referred leads don't fit your advice delivery model?

Mon 03 Oct 2022
1 MIN READ

Arrow Private Wealth is a Melbourne-based private wealth firm delivering advisory services to select private families, business owners and professionals. Arrow has had a long-held vision for its firm, which is ‘to be significant and relevant to its clients and families for the next 50 years. However, it became clear to the firm’s leadership that there was a gap in their service offering, which could potentially hinder them from achieving their vision.

Watch now: What happens when referred leads don't fit your advice delivery model?

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