Produced By: Ensombl
Fran is a Speaker, Wealth Adviser, and Financial Empowerment Advocate who is currently enjoying a mini-retirement. She and James discuss her experience building and selling financial planning businesses, the concept of mini-retirements, and her vision for the future of advice, and the importance of helping clients live fulfilling lives.
Accreditation Points Allocation:
0.20 Technical Competence
0.10 Client Care and Practice
0.10 Professionalism and Ethics
0.10 General
Total CPD Points: 0.50