Episode 26.

Multidisciplinary practice with Greg Perks


In this episode we talk with Greg Perks of Perks Wealth Management about multidisciplinary practice.

Episode 26 – Multidisciplinary Practice with Greg Perks

Available now on:

Amongst a range of interesting topics, we discuss fostering referrals, ensuring clients get offered all the services they should be offered, fostering the right culture across the various disciplines and technology solutions to tie it all together.


Greg also shares some interesting aspects about his personal journey, from Chartered Accountant to Financial Planner and his views regarding where multidisciplinary practice is heading in the future.


Do you dream of increasing your accounting, financial planning or multidisciplinary firm’s revenue? Learn about our business coaching programs.


GREG’S CONTACT DETAILS

Email: GPerks@perks.com.au
Phone: 08 8273 9210
Web: www.perks.com.au
LinkedIn: www.linkedin.com/in/gregperks/


SCOTT’S CONTACT DETAILS

Email: scott@slipstreamgroup.com.au

Phone: 0409 870 330

LinkedIn: www.linkedin.com/in/scottcharlton

Web: www.slipstreamgroup.com.au

Thanks for tuning in!

Thanks for joining us on this month's episode of the Slipstream FM podcast. If you enjoyed this episode, don't forget to subscribe via Google Podcasts, iTunes, Spotify or Stitcher so you never miss an episode.


While you're there, feel free to leave us a rating and review to help us reach even more listens!

Let us help you

Newsletter sign up.

>