The Financial Planning Jigsaw Puzzle - Duncan Parkes
The Financial Life Coach Podcast - A podcast by The Financial Planning Training Academy
Book recommendation: 'It doesn’t have to be crazy at work' by Jason Fried and David Hansson Best piece of advice: It doesn’t need to be complicated to work or add value. Listen how: Old Mill are building a visual jigsaw puzzle for clients to measure progress towards their goals How they are attempting to quantify and demonstrate their value and the benefits of financial planning How they have built their own cash flow modelling tool The resources they are dedicating to the change of back office systems @OldMillAFP
