Anne-Marie Seagrim says that “money is in her blood”. practice is based in South Australia and is focused on Estate Planning and looking after the needs of the entire family.
In this interview with Cass Boyle, Anne Marie shares her stories and learnings, her belief that estate planning is the key to financial advice that considers the client’s entire circumstances and maintains a solid relationship with all family members, from one generation to the next. practice is based in South Australia and is focused on Estate Planning and looking after the needs of the entire family.
Seagrims is based in South Australia with several locations and a team of nine people.
In this interview, Anne-Marie shares her tips about keeping a balanced life that is focused on the important things, for her this is putting family first.
You will also learn about:
- having systems and back-up
- being careful about who you trust
- segmenting your clients from day one
You can experience this interview as a video or audio recording:
CLICK HERE for the AUDIO
CLICK HERE for VIDEO