James chats about the pressures coming out of the most recent changes in financial advice, and how being open and honest about the challenges being faced can help advisers focus on collaboration.
Think Caddie Website: https://thinkcaddie.com/ James Sutherland XY: https://www1.xyadviser.com/members/2486387
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Information
- Show
- FrequencyUpdated Daily
- Published10 February 2020 at 2:00 pm UTC
- Length52 min
- RatingClean