Nov 07 2018 71 mins 1
Jess and I discuss
- How she transitioned from an IFA to a financial planning business owner
- We discuss the challenges she faced with existing clients
- She explains how she doubled her clients' fees from 0.5% to 1% per annum by showing them what she was now going to do for them
- We discuss her evangelical approach and how it interacts with the pragmatism of a business owner
- Finally, she tells me about the importance of believing in what you do
@browndogfp
Brown Dog Financial Planning
