In Conversation With... Rob Schwartz, Rob Bell And Scott Millar, Co-founders, Finova Money The Money Marketing podcast

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Business News News moneymarketing

Innhold levert av moneymarketing. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av moneymarketing eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The Money Marketing Podcast « »
In Conversation With... Rob Schwartz, Rob Bell and Scott Millar, co-founders, Finova Money

2M ago 41:01

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Innhold levert av moneymarketing. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av moneymarketing eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode of In Conversation With, host Lois Valley chats to the three founders of Finova Money: Rob Schwartz, Rob Bell and Scott Millar. The business, which recently celebrated its first anniversary, was established to focus on client-centred financial planning. They talk about the importance of a client-centred approach, focusing on lifelong relationships and holistic financial planning rather than just managing money. They also discuss how the Financial Conduct Authority’s Consumer Duty is a positive development, which ensures they are delivering the best outcomes for their clients.

… continue reading

160 episoder

#Business News #News #moneymarketing

Artwork

In Conversation With... Rob Schwartz, Rob Bell and Scott Millar, co-founders, Finova Money

The Money Marketing Podcast

published 2M ago

Del

MP3•Episoder hjem

Innhold levert av moneymarketing. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av moneymarketing eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode of In Conversation With, host Lois Valley chats to the three founders of Finova Money: Rob Schwartz, Rob Bell and Scott Millar. The business, which recently celebrated its first anniversary, was established to focus on client-centred financial planning. They talk about the importance of a client-centred approach, focusing on lifelong relationships and holistic financial planning rather than just managing money. They also discuss how the Financial Conduct Authority’s Consumer Duty is a positive development, which ensures they are delivering the best outcomes for their clients.

… continue reading

160 episoder

#Business News #News #moneymarketing

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