Produced By: Ensombl
Paul is the Principal at Guidance Financial Services. He and James discuss the evolution of his personal brand and podcast “Financial Autonomy”, the impact the podcast has had on his client base, his experience working remotely from New York, and his plans to build an Australian version of a successful US financial planning model.
Accreditation Points Allocation:
Technical Competence 0.3
Client Care and Practice 0.2
Regulatory Compliance and Consumer Protection 0.1
Total CPD Points: 0.60