Episodes
Wednesday Sep 11, 2019
26. The Difference - Strategic Based Advice
Wednesday Sep 11, 2019
Wednesday Sep 11, 2019
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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