Build Better Relationships in Financial Planning

Welcome back! This week on the Financial Planner Life podcast, host Elena Stephenson speaks with Laura Ripley, Chartered Financial Planner at BRI Wealth Management, and expert in client rapport building. Laura has taken some leaps of faith in her career, being adept in a Paraplanner role, before being encouraged by her employer at the time to step into an Adviser role. This step, along with others, cemented the importance of mentorship for Laura, and instilled the benefit of having...