Advice Stack Sessions: Launching a Financial Planning Business with Dale & John
Jan 13, 2023•37 min
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Episode description
In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning.
Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised.
Find out more about Advice Stack: https://bit.ly/3WQ5oaf
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