Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
#463 Daniel Wilson
Manage episode 441798304 series 1398082
Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning to partner, the firm's focus on retirees and expats, and the importance of industry engagement and personal development for advisors.
Daniel Wilson LinkedIn: https://www.linkedin.com/in/daniel-wilson-936a4491/ Strategic Wealth Website: https://strategicwealth.melbourne/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240926
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
968 tập
Manage episode 441798304 series 1398082
Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning to partner, the firm's focus on retirees and expats, and the importance of industry engagement and personal development for advisors.
Daniel Wilson LinkedIn: https://www.linkedin.com/in/daniel-wilson-936a4491/ Strategic Wealth Website: https://strategicwealth.melbourne/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240926
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
968 tập
Todos los episodios
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.