12 March 2024 — podcasts

Tony’s Teachings Part 2: What to look for in an adviser

audio available
Written by bongiorno group

What qualities do you look for in an adviser? Well, the late Tony Bongiorno had some ideas, which are explained by the Bongiorno Group’s Directors, Mitch McKeown and Ricky Caldow. They include the importance of like, trust, and respect in building a mutual relationship. They introduce the concept of Kaizen, the Japanese art of continual improvement, as a benchmark for assessing advisors. And they highlight the value of finding opportunities for improvement and the need to compete on quality rather than price.
Bongiorno Group


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