Pete Matthew on building a financial planning business both online and offline - podcast episode cover

Pete Matthew on building a financial planning business both online and offline

Apr 23, 202055 min
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Episode description

•His career to date and the growth of meaningful money •How he bought into his existing company •How he handles prospects from Meaningful Money •How he manages his time despite running two businesses •His thought on pulling Financial Planning into 2016 •His experience of the CFP accreditation

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