PATRICIA HOWARD
Having just passed the FASEA exam, I set Graham Burnard the almost unachievable task of helping me rebuild my financial planning practice to conform to the modern environment with a three month deadline. So we put in place a CRM, a virtual assistant, a complete...
TREVOR GEFFIN
Lana has worked with us for two years, first in assisting in putting together a flat fee pricing model and also as a knowledgeable strategic coach, who just seems to be across all the important aspects of running a successful advice business. It has been indispensable...