Small is beautiful with Darren Cooke

Darren Cooke from Red Circle Financial Planning

  • why referrals are key in his business and 12% of his clients have already referred this year

  • why he has decided to keep his business at 100 clients and lets clients go in order to take new ones in

  • how he has managed to keep the business small with only a part time admin and an outsourced paraplanner supporting his office manager / wife

  • why he believes being passionate about people is key to being a good Financial Planner

    @redcirclefp

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.