Why being as unlike a traditional IFA firm as possible has allowed Lift to build a £2bill AUM business - podcast with Joel Adams
The Financial Life Coach Podcast - Un pódcast de The Financial Planning Training Academy
- Benefits of financial education seminars
- Why being Chartered and holding the Fellowship is important
- Getting the most out of your CRM for workflows and time recording
- Benefits of training your own (graduate programme)
- Putting clients at the centre (flexible and bespoke)
- Benefits of retainers over AUM model
@joeladamsFPFS
