Jason and Michael Chew from Orange Wealth are two former clients who started their business a little differently. 

At the start of most firms journey, there usually isn't room for anyone who isn't directly capable of generating revenue. Well, this is where Jason and Michael's plan differed, as from day one Jason's role was to advise, with Michael on board to focus down on process design, staff management and marketing.

In this episode of The Finnovator, we talked about everything from lessons learned from client engagement, systemising, outsourcing, technology, and a whole bunch more.  If you're interested in the progressive financial advice proposition for Gen X, this is a chance to hear from two people who have implemented really, really effectively.

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