Ep 44 - Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser at Tandem Financial, as well the significance of relationship building, equity investing and more.
Adviser 3.0: The Podcast - Podcast autorstwa Abraham Okusanya - Środy
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Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser. Here’s what they covered: The creation of Tandem Financial and where it is today Why relationship building is so important to understand clients Can you do it on your own as an adviser? Tandem’s approach to marketing and what attracts clients What approach should you take to equity investing What the future holds for Paul and Tandem Financial