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
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.
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