Small is beautiful with Darren Cooke


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Jun 25 2019 109 mins  

Darren Cooke from Red Circle Financial Planning

  • why referrals are key in his business and 12% of his clients have already referred this year

  • why he has decided to keep his business at 100 clients and lets clients go in order to take new ones in

  • how he has managed to keep the business small with only a part time admin and an outsourced paraplanner supporting his office manager / wife

  • why he believes being passionate about people is key to being a good Financial Planner

    @redcirclefp