May 18, 2020
'Always hold true to your beliefs' with Lee Robertson – Octo Members
This week on the Adviser Gap podcast, we are joined by Lee Robertson, CEO and founder at Octo Members Group; a dynamic content app for financial services professionals, by financial services professionals.
In this episode, Lee takes us through his journey from what he learned during his armed forces days, to setting up, running and eventually selling his wealth management business Investment Quorum to his employees and now with his new start-up venture, Octo Members.
Lee is certainly one of the leading lights of financial services and we’re certain our listeners will learn an awful lot from his experiences and the stories and insights he shares with us in this interview. Octo Members is available to download on the App Store and Google Play.