PRO Tip 1 - Pete Matthews On How To Be A Mortgage Planner & Make More £


Manage episode 302932752 series 2542233
Player FM과 저희 커뮤니티의 Gary Das 콘텐츠는 모두 원 저작자에게 속하며 Player FM이 아닌 작가가 저작권을 갖습니다. 오디오는 해당 서버에서 직접 스트리밍 됩니다. 구독 버튼을 눌러 Player FM에서 업데이트 현황을 확인하세요. 혹은 다른 팟캐스트 앱에서 URL을 불러오세요.

In this episode Gary is with Pete Matthew. He is a Chartered and Certified Financial Planner and Managing Director of Jacksons Wealth Management in Penzance, Cornwall. Jacksons has been serving the financial planning needs of local families and businesses since 1923, surely making it one of the longest-established private financial advice companies in the UK.

He is an award-winning podcaster and video blogger and his passion is to spread the word that anyone can take control of their personal finances.

From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.

Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!

What Is Covered In Today’s Episode Of The Financial Pro Podcast:

  • The difference between planning and advice
  • Reinforcing the importance of protection
  • Importance of good financial management
  • How to protect your wealth against disaster
  • Why should you document your journey

Visit Financial PRO website

Follow Gary Das on Facebook and Instagram

Connect with Pete Matthew

Pete Matthew’s Recommend Books

The Support Economy - Shoshana Zuboff

Ego Is the Enemy by Ryan Holiday

The Meaningful Money Handbook By Pete Matthew

190 에피소드