49 min
Ep 44 - Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser at Tandem Financial, as well the significance of relationship building, equity investing and more. Adviser 3.0: The Podcast
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- Investing
Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser. Here’s what they covered:
The creation of Tandem Financial and where it is today
Why relationship building is so important to understand clients
Can you do it on your own as an adviser?
Tandem’s approach to marketing and what attracts clients
What approach should you take to equity investing
What the future holds for Paul and Tandem Financial
Paul Cleworth joins Abraham for an insightful chat on being a business owner and adviser. Here’s what they covered:
The creation of Tandem Financial and where it is today
Why relationship building is so important to understand clients
Can you do it on your own as an adviser?
Tandem’s approach to marketing and what attracts clients
What approach should you take to equity investing
What the future holds for Paul and Tandem Financial
49 min