Educating trustees on their duties to all members of an SMSF is crucial to avoiding disputes, a leading educator has said. Neal Dallas, director of businessDEPOT, said ...
Get the latest news and opinions delivered to your inbox each morning
SubscribeRoss Curulli, director of Hall Chadwick NSW’s financial planning practice, tells Michael Masterman what it takes to run a successful professional services business
What’s the key to running a successful financial services practice? Happy clients – and it’s that simple, according to Hall Chadwick NSW’s Ross Curulli. Well, maybe it’s not always quite so easy, he says, but happy clients should be every firm’s top priority: of that he is sure.
Mr Curulli knows what he is talking about. He has played a big role in building Hall Chadwick’s very successful financial planning arm, which provides a full financial planning offering – including a focus on SMSFs – within the mid-tier accounting firm’s NSW business.
Positive client outcomes, Mr Curulli says, are the backbone of a good practice: “It all really comes back to client outcomes.”
To read the entire article, please click here.