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The Financial Life Coach Podcast


Mar 16, 2018

  • Benefits of financial education seminars 
  • Why being Chartered and holding the Fellowship is important
  • Getting the most out of your CRM for workflows and time recording
  • Benefits of training your own (graduate programme)
  • Putting clients at the centre (flexible and bespoke)
  • Benefits of retainers over AUM model

@joeladamsFPFS