Matt Finch, a financial planner who rose from administrator to managing a client book, shares his inspirational journey. He emphasizes the importance of a holistic approach in financial planning while managing diverse clients. Matt discusses the vital role of paraplanners, the challenges they face, and the supportive community of the Paraplanner Club. He also provides insights into career progression, the benefits of starting in smaller firms, and the significance of mentorship in the financial services industry. Perfect for anyone considering a career in financial planning!
