In this episode, Rohan spoke to Katie Moss, who is the Managing Director of Otium Concierge.

Concierge Services with Katie Moss

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

Business

Careers

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

Share Concierge Services with Katie Moss

Sign up to save your podcasts

Concierge Services with Katie Moss

Concierge Services with Katie Moss

More shows like NextGen Planners

The Meaningful Money Personal Finance Podcast

This is Money Podcast

The Perfect RIA

AJ Bell Money & Markets

Sh**ged Married Annoyed

The High Performance Podcast

All-In with Chamath, Jason, Sacks & Friedberg

Financial Planner Life Podcast

Adviser 3.0: The Podcast

TRAP: The Real Adviser Podcast

Making Money