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Innhold levert av Accountants Daily and Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Accountants Daily and Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Forging successful partnerships with brokers

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Manage episode 444621437 series 2394975
Innhold levert av Accountants Daily and Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Accountants Daily and Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Parras & Associates accountant Nick Parras and Pristine Finance broker Marinko Radomir share how working together has helped support their clients and strengthened their businesses.

In this latest episode of Accountants Daily Insider podcast, host Miranda Brownlee and Annie Kane, managing editor of The Adviser, speak to Nick and Marinko about their specialisation in high-net-worth and medical professionals and how they work together to deliver the best outcomes for these clients.

Tune in to find out:

  • How working with brokers can also benefit accounting firms. Tips for finding broking partnerships that are the right fit for the accounting firm.
  • Shared and unique challenges in each profession.
  • How they work with high-net-worth clients.
  continue reading

267 episoder

Artwork
iconDel
 
Manage episode 444621437 series 2394975
Innhold levert av Accountants Daily and Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Accountants Daily and Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Parras & Associates accountant Nick Parras and Pristine Finance broker Marinko Radomir share how working together has helped support their clients and strengthened their businesses.

In this latest episode of Accountants Daily Insider podcast, host Miranda Brownlee and Annie Kane, managing editor of The Adviser, speak to Nick and Marinko about their specialisation in high-net-worth and medical professionals and how they work together to deliver the best outcomes for these clients.

Tune in to find out:

  • How working with brokers can also benefit accounting firms. Tips for finding broking partnerships that are the right fit for the accounting firm.
  • Shared and unique challenges in each profession.
  • How they work with high-net-worth clients.
  continue reading

267 episoder

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