Mastery of working with professional connections - Natalie Wright from Mazars

The Financial Life Coach Podcast - A podcast by The Financial Planning Training Academy

Categories:

We discuss why Natalie focuses on:

  • Trying to help

  • Her experience of seeing clients all the way through to a successful exit from their business

  • How to filter / interview other professionals

  • Why being inquisitive is crucial

  • How she uses her ‘10 things for the year’ approach

@Nwright_CFP