Podcast w Lee Robertson @leerobertsonIQ - What scares you financially?

Lee covers

  • Why he refers to the best in old, AUM, terminology but it’s a 100% modern Financial Planning business.
  • Why benchmarking is crucial both of investment performance and company performance
  • Why you should always ask: “Is there anything we should be doing for you that we aren’t?”
  • Why nothing else matters if you don’t work hard, really hard

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.