A 1-minute watch.
Brett Davidson heads-up financial planning consultancy FP Advance, and in Octo’s latest quick-fire question round, answers on what advisers are well, what they could be doing better, and how his firm aims to help.
Don’t forget to check-out Anthony Villis‘ interview with Lee Robertson as he discusses here not being an ‘ostrich’ when it comes to investing. Sam Shaw also interviewed LIFT’s Joel Adams as part of our on-the-road podcast series Octo Outside, see here.
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Innovating in client education
2 July 2021