FPA Professionals Congress 2022 #2 - Discussion with Kathryn Orman, Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning
FAAA Podcast di Financial Advice Association of Australia (FAAA)
S4 · E2
13 dic 2022
09:53
Note sull'episodio
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss the adviser’s mission when working with clients with Kathryn Orman.
Parole chiave
advisors
financial pla