Sue has been invaluable as a sounding board, source of knowledge and support as I have been in the process of transitioning my business. She is entirely independent and has been”in my corner” which were hugely important when making big decisions. I am endlessly grateful to Sue for guiding and supporting me through this busy and complicated time.
Recent Posts
- Optimising the back office of an advice firm – the Final Frontier?
- Why Dunbar’s number is not a relevant metric to use for financial advisers….
- Reflect, Plan, and Achieve: It’s a powerful time of the year for Financial Advisory Firms
- The problem with goal setting
- 4 things I wish I was told about goal setting