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.

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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



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    Adviser 3.0: The PodcastBy Abraham Okusanya

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