
← PROpulsion LIVE4 dagen geleden · 43 min
Building a Financial Planning Practice Around Better Decisions with Gareth Collier
Building a Financial Planning Practice Around Better Decisions with Gareth Collier
Send us Fan Mail What does it take to build a financial planning practice around better client decisions, not just better financial outcomes? In this episode of PROpulsion LIVE, I speak with Gareth Collier, CFP®, founder of Firecrest Group and one of the finalists in the FPI Financial Planner of the Year competition. We explore how Gareth approaches financial planning, how he works with clients, and what he has learnt from moving from an established practice to building his own. The conver...