Ep. 107 - From Paraplanner to Owner: An MBO Success Story with Lisa Johnstone
May 28, 2025
41:39
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In this episode, host Kate Phillips chats with Lisa Johnstone of VWM Wealth about her inspiring journey from paraplanner to Managing Director through a management buyout. Discover how Lisa navigated the challenges of business ownership, succession planning, and the impact of COVID. A must-listen for financial advisers, paraplanners, and anyone interested in the future of financial planning.
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