Ep 63: Breaking away from advice consolidators - A case study with Lloyd Davies

Adviser 3.0: The Podcast - A podcast by Abraham Okusanya - Wednesdays

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Join Abraham Okusanya for an insightful episode with Lloyd Davies, owner of RockWealth Aberdeen. Here’s what is covered in the episode: 19 years in Financial Services and what that looks like Two questions to consider when taking the next step in business The entrepreneurial journey and ‘getting permission’ The power of the press and social media What’s next for RockWealth Aberdeen