Podcast w Lee Robertson @leerobertsonIQ - What scares you financially?
The Financial Life Coach Podcast - A podcast by The Financial Planning Training Academy
Lee covers
- Why he refers to the best in old, AUM, terminology but it’s a 100% modern Financial Planning business.
- Why benchmarking is crucial both of investment performance and company performance
- Why you should always ask: “Is there anything we should be doing for you that we aren’t?”
- Why nothing else matters if you don’t work hard, really hard