Sharon Sutton on her transition to Financial Planning and Client Advisory Boards
Apr 28, 2020•48 min
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Episode description
- Her Background in Financial Services and why she setup her own firm
- How she built a community in the Isle of Man
- How she setup and leveraged a client advisory board
- Why she ran for PFS President and her agenda for her year
- Her thoughts on the future of Financial Planning
- Why she thinks there aren’t enough Female FPs
- Her favourite resources
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