In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss his professional journey, the growth and structure of his financial planning and mortgage broking business, remote team management, tech and client strategies, and his vision for the future of advice.
Accreditation Points Allocation:
0.50 Technical Competence
0.25 Client Care and Practice