NextWealth Insights: Season 2, Episode 6

from NextWealth Insights · host NextWealth

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.

Episode metadata supplied by the publisher feed · Published Jul 10, 2023

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NextWealth Insights: Season 2, Episode 6

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