S6:E2 Honesty is the best policy - never more relevant than when completing your CFP™ designation

In this week's episode we talk to Daniel Ryan CFP™ Director and Client Advisor at UBS Wealth Management about his journey to become a CFP professional.

Daniel shares is approach, honestly how long it took him and the different thought processes along the way. In this refreshingly honest interview, Daniel shares lots of do's and don'ts to help you avoid the mistakes that he made, the impact on those around him and the positive takeaways that will impact his long-term client relationships. Daniel's bio:

Daniel is Director – Client Advisor at UBS Wealth Management and is responsible for managing a portfolio of private clients to deliver advice towards achieving the financial objectives of his clients and their families at UBS.

Throughout the last 20 years, Daniel has been focused on working with private clients from a vast array of backgrounds; including business owners and entrepreneurs in the UK, Energy Specialists throughout Africa and Financial Executives across Europe. Daniel also has experience working in tandem with single and multi-family offices to deliver solutions for their investors.

Daniel is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and currently holds the PCIAM, CeMap and CFP™ qualifications.