Client Values and Goals #4

In this episode we discuss how to house your client's goals for ongoing advice conversations.

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Naomi Rosenthal Director at Professional Wealth Services Naomi Rosenthal LinkedIn: https://www.linkedin.com/in/naomirosenthal/ Professional Wealth Services Website: https://www.pws.net.au/

Craig Buntain Owner and Senior Financial Planner at CFL Financial Planning Craig Buntain XY: https://www1.xyadviser.com/members/6511822 CFL Financial Planning Website: https://www.cflfinancial.com.au/

Cate Americano Founder, Director and CEO of Inspiration Cafe Cate Americano LinkedIn: https://www.linkedin.com/in/cate-americano-02429a52/ Inspiration Cafe Website: https://www.inspirationcafe.com.au/

Tim Henry Financial Advisor and Owner at Aspire Planning Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/

Michael Topper Co-Founder and Director at Astute Wheel Michael Topper LinkedIn: https://www.linkedin.com/in/michael-topper-33165a29/ Astute Wheel Website: https://www.astutewheel.com.au/

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