Mastery of working with professional connections - Natalie Wright from Mazars

The Financial Life Coach Podcast - Un pódcast de The Financial Planning Training Academy

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We discuss why Natalie focuses on:

  • Trying to help

  • Her experience of seeing clients all the way through to a successful exit from their business

  • How to filter / interview other professionals

  • Why being inquisitive is crucial

  • How she uses her ‘10 things for the year’ approach

@Nwright_CFP

Visit the podcast's native language site