Oct 25 2024 43 mins 2
In this episode of That NextGen Planners Podcast we talk to the brilliant Jo Wall.
Here we discuss the challenges of setting up your own business, the distinctions between financial planning and financial coaching as well as some key techniques to strengthen client relationships.
Every 2 weeks, we chat to a superstar entrepreneur in the world of financial planning, to hear their stories and gain insights on how to launch a successful financial planning business.
