This month, our BD Talks podcast guest is Kim Sare, Chartered Financial Planner at Guided Financial. Kim walks us through her journey from establishing her first business, Parafinity, to founding Guided Financial, driven by a desire for fulfilment after a personal wakeup call.
Kim highlights the evolution of financial services, emphasising the importance of accessibility and mindset when seeking professional advice.
Also, learn what trends in digital marketing and client engagement are reshaping how financial services providers connect with clients, and how Kim’s commitment to ESG principles influences her approach.
