26. The Difference - Strategic Based Advice
Manage episode 287242090 series 2893630
This week's podcast has both of Kofkin Bond's advisers, Tony and Paul. Both go through the changes that the industry is undertaking and the now professional requirements to maintain the status of being a financial planner. They also enlighten listeners on how they differ from other financial planners, and how they ensure they are providing their most tailored advice for the client.
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