The Financial Planning Jigsaw Puzzle - Duncan Parkes

Book recommendation: 'It doesn't have to be crazy at work' by Jason Fried and David Hansson Best piece of advice: It doesn't need to be complicated to work or add value. Listen how: Old Mill are building a visual jigsaw puzzle for clients to measure progress towards their goals How they are attempting to quantify and demonstrate their value and the benefits of financial planning How they have built their own cash flow modelling tool The resources they are dedicating to the change of back office systems @OldMillAFP

You can listen to The Financial Planning Jigsaw Puzzle - Duncan Parkes online on Radio and Podcast. Open the player on this page to stream the available audio.

The Financial Planning Jigsaw Puzzle - Duncan Parkes is an episode from The Financial Life Coach Podcast by Steve Martin.

This episode is 01:16:27 long.

This episode was published on Mar 19, 2019.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from The Financial Life Coach Podcast when more episodes are available from the podcast feed.