In this episode, Ben takes us through his journey in financial services, from his early days as an actuary to leading innovation at Wealth Wizards.
Key topics include:
👨💼 Career Path: From the Edinburgh Fringe Festival to actuary to CEO, Ben's career and the lessons learned.
💡 Wealth Wizards' Mission: Making financial advice accessible.
📊 Guidance vs. Advice: Insights on the Advice Guidance Boundary Review.
🤝 Consumer Trust: Building trust and driving engagement in the digital age.
This episode is packed with valuable insights and a timely update on the Advice Guidance Boundary Review!
Special thanks to Ben for sharing his passion for making advice accessible.
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