Ep 51: Experts in Our Mighty Profession
Mar 16, 2023•46 min•Season 1Ep. 51
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Episode description
Abraham chats to Dom and Jonathan from Expert Wealth Management about their journey, covering:
- How Jonathan and Dom started out and met
- The start of Expert Wealth Management
- When 3 became 2 & the team behind the success
- The significance of bringing the next generation through
- The challenges of running a business & recruitment
- What happens next…& the question of succession
- The client advisory board - what is it?
- Goals for the future
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