I have been in the financial services profession for 42 years and have learnt so much that I now wish to share with my contacts and referrals. If you are looking for a professional who has worked at the highest level, both in restricted and IFA worlds, to help you grow and develop your business, give me a call/drop me a line.Services include mentoring, coaching, adviser business planning, business efficiencies, client servicing, and preparing for business sale/exit.
Listed skills include Sales Management, Wealth Management, Business To Business Development, Business Development, and 26 others.