In Conversation With... Zoë Dagless: From Adviser To Entrepreneur In Financial Planning The Money Marketing podcast

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In Conversation With... Zoë Dagless: From Adviser to Entrepreneur in Financial Planning

9d ago 29:28

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Indhold leveret af moneymarketing. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af moneymarketing eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode of In Conversation With..., host Kimberley Dondo sits down with Zoë Dagless, Director & Chartered Financial Planner at Meliora Financial Planning, to explore her inspiring journey from financial adviser to founder. Zoë shares her pivotal experiences within The Verve Foundation's Adviser Incubator, revealing the support, mentorship, and key insights that empowered her leap into entrepreneurship. From initial apprehensions to ‘aha’ moments, personal growth, and future ambitions, Zoë offers valuable advice for any financial professional considering their own entrepreneurial path. Tune in for an honest look at what it takes to build a purposeful, client-centred financial firm.

… continue reading

161 episoder

#Business News #News #moneymarketing

Artwork

In Conversation With... Zoë Dagless: From Adviser to Entrepreneur in Financial Planning

The Money Marketing Podcast

published 9d ago

Del

MP3•Episode hjem

Indhold leveret af moneymarketing. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af moneymarketing eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode of In Conversation With..., host Kimberley Dondo sits down with Zoë Dagless, Director & Chartered Financial Planner at Meliora Financial Planning, to explore her inspiring journey from financial adviser to founder. Zoë shares her pivotal experiences within The Verve Foundation's Adviser Incubator, revealing the support, mentorship, and key insights that empowered her leap into entrepreneurship. From initial apprehensions to ‘aha’ moments, personal growth, and future ambitions, Zoë offers valuable advice for any financial professional considering their own entrepreneurial path. Tune in for an honest look at what it takes to build a purposeful, client-centred financial firm.

… continue reading

161 episoder

#Business News #News #moneymarketing

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