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
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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