Advice Stack Sessions: Launching a Financial Planning Business with Dale & John episode artwork

EPISODE · Jan 13, 2023 · 36 MIN

Advice Stack Sessions: Launching a Financial Planning Business with Dale & John

from The Plannex Podcast · host Plannex

In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning. Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised. Find out more about Advice Stack: https://bit.ly/3WQ5oaf

In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning. Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned and why they decided to go with a network, rather than going directly authorised. Find out more about Advice Stack: https://bit.ly/3WQ5oaf

NOW PLAYING

Advice Stack Sessions: Launching a Financial Planning Business with Dale & John

0:00 36:55

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 36 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on January 13, 2023.

What is this episode about?

In the second of our Advice Stack Sessions, Adam Carolan chats with Dale Kirkpatrick and John Sloan from Modulus Financial Planning. Here, they discuss how they have started a financial planning business from scratch, the lessons they've learned...

Can I download this The Plannex Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!