How to set client expectations without even knowing it
The importance of listening and challenging
Why ‘slow planning’ develops a better long term
How to look for the underlying objective through deeper
Why understanding your own values is crucial
Why living your own values is essential for authenticity
About the Podcast
The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.