Deeper Client Relationships at Scale #3 – Andy Fenton
Deeper Client Relationships at Scale 17 June 2021
Episode details
You can get a transcript of this podcast here
Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. Andy fundamentally believes that “if you really want to make your wealth work for you, then you have to take some level of responsibility for the journey”, and that you can’t manage what you can’t measure.
Andy Fenton LinkedIn: https://www.linkedin.com/in/mrandrewfenton/?originalSubdomain=au Fenton Financial Website: https://fentonfinancial.com.au/
Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/
Join the XY platform: App Store: https://co.xyadviser.com/xyistore Google Play: https://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/
You can get a transcript of this podcast here
More from the Deeper Client Relationships at Scale
The latest