NextWealth Insights: Season 2, Episode 6
Jul 10, 2023•17 min•Season 2Ep. 6
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Episode description
In episode 6, Heather and Emma listen back to Alasdair Walker's discussion at NextWealth Live.
Alasdair Walker, CFP and MD at Handford Aitkenhead & Walker Ltd, discusses how we can ensure financial review documents focus on what the client needs - and nothing else.
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