HR Think Tank podcast

Dr. Michelle Cull, Importance of Trust & Ethics in Financial Planning Space | HR Think Tank #20

2022-09-19
0:00
54:24
Spola tillbaka 15 sekunder
Spola framåt 15 sekunder

While accounting and financial planning may seem black and white to some, our guest today has discovered that it's not all about the numbers. 

She believes the human element plays a much bigger role than people give it credit for. Specifically, the human element of trust. 

Dr. Michelle Cull is the Associate Dean of Engagement at Western Sydney University, has worked for more than 15 years in ASX100 listed companies in financial roles. 

She is now a leading academic in financial planning, specialising in the moral development of financial advisers in Australia and the role of trust in the relationship between adviser and client.

Topics we also cover:
- Significant Changes in Financial Industry 
- Importance of Qualification Checks when Choosing Financial Planner
- Building Client Trust with a Financial Planner
- The 7 Characteristics of Trust




Connect:
Website: https://verifynow.com.au/
Facebook: https://www.facebook.com/verifynowau
LinkedIn: https://www.linkedin.com/company/veri...
Connect with Khai on LinkedIn: https://www.linkedin.com/in/vankhaingo



Fler avsnitt från "HR Think Tank"