How to reassure potential clients that they have come to the right place
How a client’s story is far more important than their money
How to bring into adulthood the childhood feeling of awe of what’s possible
How to consciously design your business environment and continually improving it
The importance of flagging up conflicts of interest with clients.
@JustinKing_MFP
Om Podcasten
The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.