Episode 26 Multidisciplinary Practice – Greg Perks

Episode 26 Multidisciplinary Practice – Greg Perks
June 18, 2018 admin

DESCRIPTION SUMMARY OF PODCAST

In this episode, we talk with Greg Perks of Perks Wealth Management about Multidisciplinary Practice. 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.


RESOURCES & LINKS MENTIONED

Resources

Greg’s contact details are

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

Scott’s contact details are:

Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: @ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton

 

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