Ep 39 - Helena Wardle discusses the launch of Money Means, how she fell into financial planning, the significance of having the right career support & much more!
Helena Wardle joins Abraham for an insightful discussion on:
- Her decision to move to the UK at the age of 20
- How she fell into financial planning and her career to date
- Setting up Smith and Wardle, and what the team looks like today
- The importance of delivery to clients and ensuring they are understood
- The significance of having a mentor and the correct support
- The idea for Money Means, what it will offer and when it will launch
Information
- Show
- FrequencyMonthly
- Published14 September 2022 at 08:00 UTC
- Length41 min
- Season1
- Episode39
- RatingClean