The route to a successful ‘Lean, Mean, Planning Machine’
What do you need to do in order to take your advisory practice to the next level?
In April 2022, host Georgina Smith welcomed UK financial services specialist, Phil Billingham, to explore in detail the difference between financial planning and financial advice.
The two looked at the route you need to follow to get to where you want to be, unpacking the relative models and their metrics. Listen today for a robust industry discussion, ideal for any adviser wondering what’s next and how to get there.
For more insights inspired by advisers, check out INN8 Connect: https://inn8.co.za/inn8-connect/
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