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The Financial Life Coach Podcast

Nov 7, 2018

Jess and I discuss

  • How she transitioned from an IFA to a financial planning business owner
  • We discuss the challenges she faced with existing clients
  • She explains how she doubled her clients' fees from 0.5% to 1% per annum by showing them what she was now going to do for them
  • We discuss her evangelical approach and how it interacts with the pragmatism of a business owner
  • Finally, she tells me about the importance of believing in what you do


Brown Dog Financial Planning