“Ive worked for a large pension provider for over 20 years and this podcast has been so insightful in terms of improving my understanding of what great financial planners can do for their clients. I have taken so much from these podcasts and I know other advisers who listen too. If I had to choose I would say the biggest learn for me has been how important it is for financial planners to encourage and empower their clients to take responsibility for their own financial position and importantly how planners are there to manage the person not the money.”
Mason-Thompson via Apple Podcasts ·
Great Britain ·
04/19/23