Ep 4 – Tim Horrocks on his role at Rock Wealth, his work with Betafolio and how it helps with portfolio management, and how he invests his money…

Adviser 3.0: The Podcast - Podcast autorstwa Abraham Okusanya - Środy

Kategorie:

In this episode Abraham and Tim delve into the details around: - How Tim got into financial planning - Tim’s role at RockWealth and his vision for the business - Tim’s work with Betafolio and how it helps with portfolio      management - Tim’s exit strategy - Tim’s input on EBAL and the importance of driving this - How Tim invests his retirement money

Visit the podcast's native language site