The Financial Planning Jigsaw Puzzle - Duncan Parkes

Book recommendation: 'It doesn’t have to be crazy at work' by Jason Fried and David Hansson Best piece of advice: It doesn’t need to be complicated to work or add value. Listen how: Old Mill are building a visual jigsaw puzzle for clients to measure progress towards their goals How they are attempting to quantify and demonstrate their value and the benefits of financial planning How they have built their own cash flow modelling tool The resources they are dedicating to the change of back office systems   @OldMillAFP

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.