Book recommendation: 'It doesn’t have to be crazy at work' by
Jason Fried and David Hansson
Best piece of advice: It doesn’t need to be complicated to work
or add value.
Listen how:
Old Mill are building a visual jigsaw puzzle for clients to
measure progress towards their goals
How they are attempting to quantify and demonstrate their value
and the benefits of financial planning
How they have built their own cash flow modelling tool
The resources they are dedicating to the change of back office
systems
@OldMillAFP
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.