Planner Pulse 017: Marshall Brentnall [Part 1] — Values-based client conversations and the power of blogging
Marshall Brentnall is a partner and financial adviser at Evalesco Financial Services in Sydney, who has built a successful practice with his business partner Jeff Thurecht.
Evalesco provide guidance and financial leadership to mum and dad wealth accumulators, who have some financial complexity in their lives.
Listen and learn
In this episode, we talk about:
The importance of having great people on your team
The impact (for both clients and the business) of having values-based discussions with clients
The evolution of Marshall and Evalesco’s blogging journey – how it has become more fun recently, the results he's seen, and how he's managed to get the whole team involved