A 1-minute watch.
Joe Iannelli is CFP at Julian Joseph Wealth, and our latest 3 Questions, answers on advice he would give young people entering the profession, how fixed fees benefit the client, and advice he would give young Joe.
In case you missed it, this week we’ve had M&G’s Charles de Quinsonas in the podcast studio on why ESG analysis is crucial for understanding EM, as well as Phil Bray of The Yardstick Agency explaining to advisers ‘The holy grail of social proof’.
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Dan Giddings: 3 Questions
7 January 2020