Adviser 3.0: The Podcast

Ep 36 - Dan Haylett joins Abraham as our next guest, discussing his move from investment management to financial planning, and why it is so difficult to make that jump, insight into joining TFP & more

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Dan Haylett joins Abraham as our next guest, having an insightful conversation on:

  • His move from investment management to financial planning, and why it is so difficult to make that jump
  • Insight into how he joined TFP and what enabled his transition
  • Where the business is today and the transformation over the past few years
  • Where the real value lies in financial planning
  • Dan’s thoughts on client charges and fixed fees
  • Where the business is headed, and the direction it may take in the years to come
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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