Nov '24 • General 💡
Congratulations to Perry
A warm welcome and congratulations to who a) just joined us and b) qualified as a financial adviser this week.
As someone who has been working with financial advisers for over 45 years it still excites me to see more and more younger people joining the profession, the majority of whom are bringing exciting and fresh ideas to support their clients' financial wellbeing and to grow their businesses.
Congratulations Perry.
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Congratulations to Perry
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For IFAs, financial advisers & financial planners exploring new ideas, new models, new income streams and how AI fits into their advice business
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