Adviser 3.0: The Podcast

Ep 44 - Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser at Tandem Financial, as well the significance of relationship building, equity investing and more.

Listen Later

Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser. Here’s what they covered:

  • The creation of Tandem Financial and where it is today
  • Why relationship building is so important to understand clients
  • Can you do it on your own as an adviser?
  • Tandem’s approach to marketing and what attracts clients
  • What approach should you take to equity investing
  • What the future holds for Paul and Tandem Financial



    • ...more
    View all episodesView all episodes
    Download on the App Store
    Adviser 3.0: The PodcastBy Abraham Okusanya

    More shows like Adviser 3.0: The Podcast

    View all
    Wake Up To Money by BBC Radio 5 Live

    Wake Up To Money

    57 Listeners

    Money Clinic with Claer Barrett by Financial Times

    Money Clinic with Claer Barrett

    62 Listeners

    The Meaningful Money Personal Finance Podcast by Pete Matthew

    The Meaningful Money Personal Finance Podcast

    91 Listeners

    The Money To The Masses Podcast by Damien Fahy

    The Money To The Masses Podcast

    15 Listeners

    Investors' Chronicle by Investors' Chronicle

    Investors' Chronicle

    15 Listeners

    This is Money Podcast by This is Money

    This is Money Podcast

    46 Listeners

    NextGen Planners by NextGen Planners

    NextGen Planners

    4 Listeners

    AJ Bell Money & Markets by AJ Bell

    AJ Bell Money & Markets

    14 Listeners

    On The Money by interactive investor

    On The Money

    5 Listeners

    The High Performance Podcast by High Performance

    The High Performance Podcast

    638 Listeners

    Many Happy Returns by PensionCraft

    Many Happy Returns

    38 Listeners

    TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

    TRAP: The Real Adviser Podcast

    4 Listeners

    Merryn Talks Money by Bloomberg

    Merryn Talks Money

    50 Listeners

    Making Money by Most

    Making Money

    7 Listeners

    The Rest Is Money by Goalhanger

    The Rest Is Money

    314 Listeners