Running a full-range financial services business

The Adviser Podcast Network

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2+ y ago 50:16

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For Jennifer Richardson, offering clients help with their finances is something she takes seriously. After qualifying as an accountant and setting up her accounting practice, she soon found that clients also wanted help with their wealth and loans too. But rather than refer clients out, she decided to become a qualified financial planner and mortgage broker herself. In this episode of Elite Broker, host Annie Kane catches up with Jennifer to find out how she manages to operate as accountant, financial planner and broker to her clients all while running her Newcastle-based financial services business and starting a new financial literacy platform, too. Tune in to find out:

How she structures her business and her week
How helping her mother feel comfortable with finances kickstarted the 'Got Money Honey' financial literacy program;
Her top tips for new brokers

And much more!

479 tập

#Finance #Business #Business Disciplines #Momentum Media #Trading #Adviser #Bite Sized