A 30 minute watch

Richard Fyfe, Director and Chartered Financial Planner talked to Lee Robertson about the evolution of his family business.  Packed full of insight on the tools he finds useful, how providing an exceptional service is naturally attracting new clients and how it is possible to service numerous generations of the same family. 

During the interview he talks about his beliefs, marketing and the experts he listens to that are helping to make a difference.

#behaviouralinsight #financialplanning #technology