May '25 • General 💡
We need to get over ourselves
Nicely said . Far too many financial planners adamant that their way of doing things is the only way of doing things. I think it's brilliant that Pete essentially has two business models sitting alongside one another.
1
6 comments
We need to get over ourselves
skool.com/adviser-growth-community
For IFAs, financial advisers & financial planners exploring new ideas, new models, new income streams and how AI fits into their advice business
Powered by