Paul Resnik on a global and forward looking perspective of Financial Planning
Apr 28, 2020•1 hr 1 min
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Episode description
In this episode with Paul Resnik, the founder of Finametrica, we talk to Paul to discuss the current trends around the world when it comes to Financial Planning.
Paul doesn’t pull any punches in telling Adam his views on the past and the future and why he is building a next generation type financial planning firm himself.
This is a really interesting perspective and we also cover off risk profiling and suitability in a candid way.
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