Its been stated that CBA have more than 1M clients on their books in wealth management . Do those figures include COUNT and Fin Wizard also or just their own CFP dept. ??????? Each one of these clients need a SOA yearly I believe or when asked for. At what price is the SOA reflects on the revenue to hand.each quarter without any extra services provided to them.
Nice receipts to be made so its important that the company is given the time needed to land all 3 pilots.
Its been stated that CBA have more than 1M clients on their...
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