In this episode, James speaks with Lee Forde from Plan to Plan Financial Planning. Lee discusses his extensive experience in the financial planning industry, the challenges he has faced due to regulatory changes, his focus on providing personalised advice to middle Australia clients, and his views on the future of the industry and the need for greater collaboration and support among advisers.
Lee Forde LinkedIn: https://www.linkedin.com/in/fordefinancialplanning/ Plan to Plan Website: https://plantoplan.com.au/
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