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

Episode metadata supplied by the publisher feed · Published Apr 28, 2020

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Sharon Sutton on her transition to Financial Planning and Client Advisory Boards

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