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Scale by independence: The Koda Capital model | Professional Planner


Koda Capital s Paul Heath
As the CEO and co-founder of wholesale advice outfit Koda Capital, Paul Heath always had a “well-formed” views about the firm he wanted to create.
Independence and client centricity were at the heart of the vision he shared with co-founder Steve Tucker. But while the two concepts are “fantastic marketing terms”, Heath had another use for them.
“Independence actually allows us to run a really scalable model,” Heath said at the recent
Professional Planner Best Practice Forum.
“If you remove the conflicts of interest and hire really good people who want to do the right thing, it’s actually hard for them to do anything other than the right thing.” ....

New South Wales , Tahn Sharpe , Paul Heath , Steve Tucker , Planner Best Practice Forum , Koda Capital , Professional Planner Best Practice , Advanced Diploma , புதியது தெற்கு வேல்ஸ் , பால் ஹீத் , ஸ்டீவ் டக்கர் , திட்டமிடுபவர் சிறந்தது ப்ர்யாக்டீஸ் மன்றம் , கோடா மூலதனம் ,