NextWealth Insights

NextWealth Insights: Season 2, Episode 6


Listen Later

In episode 6, Heather and Emma listen back to Alasdair Walker's discussion at NextWealth Live.

Alasdair Walker, CFP and MD at Handford Aitkenhead & Walker Ltd, discusses how we can ensure financial review documents focus on what the client needs - and nothing else.

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NextWealth InsightsBy NextWealth