TENTANG EPISODE INI
Eddie Grant catches up with Charlotte Watson who launched her advisory firm in January 2022. Charlotte shares her journey and experiences as she builds her business. We also discuss how we can together support a more inclusive profession. Charlotte highlights three great hints and tips for advisers throughout their career.
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CARI EPISODE TERDAHULU
Cari episode sebelumnya dari Techlink in Conversation.
EPISODE LAIN DALAM PODCAST INI
Eddie catches up with Claire Trott to discuss pensions awareness week and questions frequently asked of advisers with regards to pensions.
Eddie Grant catches up with Helen O'Hagan, tax and trust expert, who demystifies trusts, trustee duties and the value of advice. This insightful conversation is full of hints and tips.
Subscribe to future podcasts and review our Techlink in Conversation catalogue for a deep dive across Technical, …
Eddie catches up with Barbara Gardener to discuss the five most common trust misunderstandings. Barbara covers
What is a bare trust
Pre 2006 trusts – what happens if the named beneficiary dies?
Default beneficiaries under a discretionary trust
Loan trusts after the lender's death
Can I just a…
Eddie Grant catches up with Hannah Coffey, Vulnerability and Client Assistance Manager to consider the common queries, Consumer Duty and hints and tips to deliver great client outcomes.
Previous episodes in the vulnerability series
Episode 1 focuses on Bereavement with expert insights from Kirsty…
Eddie Grant catches up with Anna Blake. In this episode, we unravel the multi-faceted dimensions of job satisfaction in paraplanners. Anna Blake’s MSc study unveils the interplay between factors such as employment status, professionalisation and stakeholder relationships, providing valuable perspe…
Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari Technical Connection, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.
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