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Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey
Tune in for an episode with Abraham Okusanya and his guest, Paul McCoubrey (Director & Financial Planner of Navigate IFA).
Paul sheds light on what Navigate IFA looks like today and where it all started, the importance of clients understanding the service you deliver and the significance of rationalising success. Don't miss out on this insightful episode!
View all episodes
By Abraham OkusanyaTune in for an episode with Abraham Okusanya and his guest, Paul McCoubrey (Director & Financial Planner of Navigate IFA).
Paul sheds light on what Navigate IFA looks like today and where it all started, the importance of clients understanding the service you deliver and the significance of rationalising success. Don't miss out on this insightful episode!
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