“New listener and catching up on back episodes. I’ve been IFA / advising 32 years and the podcast resonates with myself and my team. Keep up the good work. Enjoying the banter. Proper financial planning, clear values and proposition, cost of funds critical, focus on the important stuff….the client relationship. 👍👌✔️ Keen to hear more. 🙏”
Jonathan Rowley via Apple Podcasts ·
Great Britain ·
07/28/23