PRO Tip 1 - Pete Matthews On How To Be A Mortgage Planner & Make More £
Episode description
In this episode Gary is with Pete Matthew. He is a Chartered and Certified Financial Planner and Managing Director of Jacksons Wealth Management in Penzance, Cornwall. Jacksons has been serving the financial planning needs of local families and businesses since 1923, surely making it one of the longest-established private financial advice companies in the UK.
He is an award-winning podcaster and video blogger and his passion is to spread the word that anyone can take control of their personal finances.
From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.
Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!
What Is Covered In Today’s Episode Of The Financial Pro Podcast:
- The difference between planning and advice
- Reinforcing the importance of protection
- Importance of good financial management
- How to protect your wealth against disaster
- Why should you document your journey
Visit Financial PRO website www.financial-pro.com
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Connect with Pete Matthew
https://www.instagram.com/pete_matthew
https://www.linkedin.com/in/petematthew/
Pete Matthew’s Recommend Books
The Support Economy - Shoshana Zuboff