Russell Investments Australian Podcast
Join us as we sit down with some of our top investment strategists, key opinion leaders and subject matter experts to discuss global market news, the economy, business solutions and key issues, opportunities and challenges facing today’s investors.
Russell Investments Australian Podcast
Client Engagement Road Map - tried and tested for the times
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Russell Investments
We have been working with Advisers in practice management globally for over 30 years and a cornerstone tool of our offering has been the Client Engagement Road Map (CERM). The CERM helps an Adviser map out the future engagement with a client, illustrating what a client can expect and enables the Adviser to demonstrate their value through their engagement model.