Mastery of working with professional connections - Natalie Wright from Mazars

We discuss why Natalie focuses on:

  • Trying to help

  • Her experience of seeing clients all the way through to a successful exit from their business

  • How to filter / interview other professionals

  • Why being inquisitive is crucial

  • How she uses her ‘10 things for the year’ approach

@Nwright_CFP

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.