Apr 8, 2019
In this episode, we take a deep dive into what it is the client is really looking for from a financial adviser and a financial planning relationship.
This week, we are joined by the 2018 Chartered Financial Planner of the Year, Natalie Wright. Natalie currently works as a Financial Planning Director at global accountancy group Mazars, having started in an administration role 18 years ago.
Natalie is clearly one of the rising stars of the financial planning profession and provides a great background on her own career, along with some excellent guidance for listeners going through the Adviser Gap.
Included in this week’s episode