Sign up to save your podcasts
Or
Share Sharon Sutton on her transition to Financial Planning and Client Advisory Boards
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Sharon Sutton on her transition to Financial Planning and Client Advisory Boards
- Her Background in Financial Services and why she setup her own firm
- How she built a community in the Isle of Man
- How she setup and leveraged a client advisory board
- Why she ran for PFS President and her agenda for her year
- Her thoughts on the future of Financial Planning
- Why she thinks there aren’t enough Female FPs
- Her favourite resources
View all episodes
By NextGen Planners
3.5
44 ratings
- Her Background in Financial Services and why she setup her own firm
- How she built a community in the Isle of Man
- How she setup and leveraged a client advisory board
- Why she ran for PFS President and her agenda for her year
- Her thoughts on the future of Financial Planning
- Why she thinks there aren’t enough Female FPs
- Her favourite resources
More shows like NextGen Planners
View all
All-In with Chamath, Jason, Sacks & Friedberg
9,822 Listeners
Parenting Hell with Rob Beckett and Josh Widdicombe
979 Listeners
Adviser 3.0: The Podcast
0 Listeners
TRAP: The Real Adviser Podcast
5 Listeners
Bulletproof Entrepreneur
0 Listeners