Search

Home > NextGen Podcast > Episode 47 – Sharon Sutton on her transition to Financial Planning and Client Advisory Boards
Podcast: NextGen Podcast
Episode:

Episode 47 – Sharon Sutton on her transition to Financial Planning and Client Advisory Boards
Category: Business
Duration:
Publish Date: 2018-04-16 07:57:21
Description:

Questions we discuss with Sharon

  • Her Background in Financial Services and why she setup her own firm
  • How she built a community in the Isle of Man
  • How she setup and leveraged a client advisory board
  • Why she ran for PFS President and her agenda for her year
  • Her thoughts on the future of Financial Planning
  • Why she thinks there aren’t enough Female FPs
  • Her favourite resources

Show Notes

The post Episode 47 – Sharon Sutton on her transition to Financial Planning and Client Advisory Boards appeared first on NextGen Planners.
Total Play: 0