This podcast episode is led by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing and team building, they will let you in on their playbook for creating a million pound solo practice.
The session is moderated by Timeline’s very own Kate Phillips and provides meaningful discussion and an interactive Q&A to fuel your growth with ideas and practical tips.
Recorded at Adviser 3.0: Change Agents.
Adviser 3.0: The Podcast