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Advice Stack Sessions: Launching a Financial Planning Business with Dale & John
In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning.
Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised.
Find out more about Advice Stack: https://bit.ly/3WQ5oaf
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By NextGen Planners
3.5
44 ratings
In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning.
Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised.
Find out more about Advice Stack: https://bit.ly/3WQ5oaf
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