How I achieved £500,000 turnover as a self employed financial planner with Foster Denovo
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Send us a textEver wondered what it takes to successfully transition from product sales to holistic financial planning? Today, Financial Planner Life host Sam Oakes sits down with Nikos Christoforou, a Senior Partner at Foster Denovo, to uncover the challenges, mindset shifts, and strategies that can make or break a career in financial planning.In this episode, Nikos shares his journey from stockbroking and product-focused sales to a values-driven approach in financial planning. Starting as a...
Send us a textChris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financial Planner Life.Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending....
Published 11/29/24
Send us a textFinancial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic world of financial coaching and content creation! Discover the evolution from static "how-to" guides to vibrant discussions on economic...
Published 11/19/24