45 min
Ep 36 - Dan Haylett joins Abraham as our next guest, discussing his move from investment management to financial planning, and why it is so difficult to make that jump, insight into joining TFP & more Adviser 3.0: The Podcast
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- Investing
Dan Haylett joins Abraham as our next guest, having an insightful conversation on:
His move from investment management to financial planning, and why it is so difficult to make that jump
Insight into how he joined TFP and what enabled his transition
Where the business is today and the transformation over the past few years
Where the real value lies in financial planning
Dan’s thoughts on client charges and fixed fees
Where the business is headed, and the direction it may take in the years to come
Dan Haylett joins Abraham as our next guest, having an insightful conversation on:
His move from investment management to financial planning, and why it is so difficult to make that jump
Insight into how he joined TFP and what enabled his transition
Where the business is today and the transformation over the past few years
Where the real value lies in financial planning
Dan’s thoughts on client charges and fixed fees
Where the business is headed, and the direction it may take in the years to come
45 min