Mastery of working with professional connections - Natalie Wright from Mazars
The Financial Life Coach Podcast - A podcast by The Financial Planning Training Academy
We discuss why Natalie focuses on:
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Trying to help
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Her experience of seeing clients all the way through to a successful exit from their business
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How to filter / interview other professionals
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Why being inquisitive is crucial
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How she uses her ‘10 things for the year’ approach