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The 12 Steps of a Managed Accounts Journey #2
In this instalment we talk about steps four, five and six in the change management process. This includes …
The 12 Steps of a Managed Accounts Journey #3
In this episode we continue with steps seven, eight and nine in the change management process. We talk …
The 12 Steps of a Managed Accounts Journey #4
In this final instalment we cover steps ten, eleven and twelve in the change management process, including practical …
The 12 Steps of a Managed Accounts Journey #1 – Transcript
In this first episode we cover the first three steps of implementing a Managed Account Solution, including where …
The 12 Steps of a Managed Accounts Journey #2 – Transcript
In this instalment we talk about steps four, five and six in the change management process. This includes …
The 12 Steps of a Managed Accounts Journey #3 – Transcript
In this episode we continue with steps seven, eight and nine in the change management process. We talk …
The 12 Steps of a Managed Accounts Journey #4 – Transcript
In this final instalment we cover steps ten, eleven and twelve in the change management process, including practical …
#313 Ron Pratap
Ron is the Director and Principal Financial Planner at RP Wealth Managment, and was named as one of …