使用Player FM应用程序离线!
#463 Daniel Wilson
Manage episode 441798304 series 1398082
Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning to partner, the firm's focus on retirees and expats, and the importance of industry engagement and personal development for advisors.
Daniel Wilson LinkedIn: https://www.linkedin.com/in/daniel-wilson-936a4491/ Strategic Wealth Website: https://strategicwealth.melbourne/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240926
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
974集单集
Manage episode 441798304 series 1398082
Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning to partner, the firm's focus on retirees and expats, and the importance of industry engagement and personal development for advisors.
Daniel Wilson LinkedIn: https://www.linkedin.com/in/daniel-wilson-936a4491/ Strategic Wealth Website: https://strategicwealth.melbourne/
moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20240926
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/
974集单集
所有剧集
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。