Seven years after I sold my Financial Advisory practice I started to realise a few things about the industry I was proud to be a part of.
Firstly, there was the issue of wealth. Financial advisers didn’t really help small business owners become wealthy, in the main they did that on their own – and they left clues.
Secondly, for those without businesses, there were several tools you could apply in order to make your money work harder for you.
Over a period of weeks I started to bring my thoughts together, to make a simple guide to working through some of the issues and creating written document for some of these things. It was published in 2017 and then withdrawn as I did not have time to update it.
Seven years on this information is still important, and still relevant. So much so I am in the middle of an update – the short video below explains more.
If you want the original guide and at no charge then drop me an email. Form is below.