A 30-minute view
In our latest Adviser Insight, Jeannie Boyle chats to Lee Robertson about her career, her approach to financial planning, and the origins and development of the strong ethical and impact stance on investment and financial planning that has become the hallmark of how EQ Investors serve their clients.
Covering lots of ground and praising the collaborative nature of how the profession is working together now for better client outcomes this is a great session with Jeannie.
Octo Members
Octo
-
Adviser Insight: Ian Hart of Unbiased Financial Group
20 January 2020