A long-term client of ours referred over 30 people to us…but none of them reached out.
In this episode of Cash Talk, Multi-Award-Winning Australian Wealth Advisers John Cachia and John Koutsouroupas (JK) delve into the stereotypes surrounding the term ‘financial adviser’ and how these perceptions lead to hesitation in seeking professional advice.
John and JK explore the innovative impact Thriving Wealth has in the industry, leading a more holistic approach to financial planning beyond the numbers.
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