Business Management for Financial Planners - Lucy Byrom

Financial Planner Life Podcast - Un pódcast de Sam Oakes

Categorías:

We have Elena hosting the podcast again this week and speaking with Lucy Byrom, Director of Fusion Business Management. Lucy has taken a unique approach to a career within the Financial Planning profession. Coming into it as an apprentice straight from secondary school, she spent years immersed in the profession before taking exams to become a Paraplanner. But after multiple retakes she conceded Paraplanning wasn’t for her. But how do you stay in and progress through a profession y...

Visit the podcast's native language site