The Financial Planning Jigsaw Puzzle - Duncan Parkes
The Financial Life Coach Podcast - A podcast by The Financial Planning Training Academy
Book recommendation: 'It doesn’t have to be crazy at work' by Jason Fried and David Hansson
Best piece of advice: It doesn’t need to be complicated to work or add value.
Listen how:
- Old Mill are building a visual jigsaw puzzle for clients to measure progress towards their goals
- How they are attempting to quantify and demonstrate their value and the benefits of financial planning
- How they have built their own cash flow modelling tool
- The resources they are dedicating to the change of back office systems
@OldMillAFP
