Networking for Financial Planners with Octo Members Founder Lee Robertson
Financial Planner Life Podcast - Un pódcast de Sam Oakes
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Welcome back! For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Members is a networking community for those that work within the financial planning profession and the wider financial services. Whether or not you're an administrator, paraplanner, financial adviser, work in investments, or marketing, Octo Members creates a community where you can go and debate and to talk about and to learn more about the profession...