Surge Meetings with Sam Sloma - The Plannex Podcast

What this episode covers

In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner. Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings. Enjoy!

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Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 41 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on February 2, 2021.

What is this episode about?

In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner. Here, they catch-up on how things have been, as well as discussing a hot...

Can I download this The Plannex Podcast episode?

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