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

Episode metadata supplied by the publisher feed · Published Jan 13, 2023

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

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