Produced By: Ensombl
In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat about how he got started in financial advice, how he maintains a culture of togetherness in his practice, and the importance of having a support network.
Accreditation Points Allocation:
Technical Competence 0.3
Client Care and Practice 0.2
Regulatory Compliance and Consumer Protection 0.1
Professionalism and Ethics 0.1
General 0.2