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Episodes
Thursday Feb 20, 2025
Thursday Feb 20, 2025
In this episode of Podcasts for Business, Steve Twynham welcomes Dan Willers from Robertson Baxter to discuss the importance of collaboration between financial advisors and other professionals, such as accountants and legal advisors. They delve into how these relationships can benefit clients by providing comprehensive advice that covers financial, tax, and legal aspects. Dan also shares insights on the rise of technology in financial planning and his recent nomination for a prestigious award. Tune in to explore the dynamic world of financial advising and learn how professionals can better serve their clients through strategic partnerships.
If you have missed the previous episodes with Dan here are the links.
Navigating Financial Well-Being: A Coaching Approach
The Perils and Prospects of DIY Financial Planning
Understanding the Benefits of Professional Financial Advice
Unveiling Financial Advice: Independent vs. Restricted Advisors
Unlock the Secrets of Financial Planning Reviews
“The value of investments can go down in value as well as up, and you may not get back the full amount invested. If in any doubt please seek financial advice”.
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