How Financial Advisers are adapting to the new normal
The Journal Podcast - Podcast tekijän mukaan Chartered Insurance Institute - Keskiviikkoisin
Kategoriat:
In this episode of the podcast we are talking about how financial advisers are adapting to the new normal. We are joined by Sarah Lord, President of the Personal Finance Society and Chief Client Officer of Succession Wealth, and Keith Richards, chief executive of the Personal Finance Society.