Operating a full financial services business
Robyn tongol
13:18, 23 Nov 2021
5 minutes to read
As a qualified broker, financial planner and accountant, Jennifer Richardson of 123 Financial Group covers the full spectrum of financial services. We find out how she does it.
For Jennifer Richardson, offering clients help with their finances is something she takes seriously. After graduating as an accountant and starting her accounting firm, she quickly discovered that clients also wanted help with their wealth and loans. But rather than referring clients, she decided to become a skilled financial planner and mortgage broker herself.
In this episode of Elite Broker, host Annie Kane meets Jennifer to find out how she manages to function as an accountant, financial planner and broker for her clients while running her Newcastle-based financial services business and starting a new one. financial literacy platform, too
Tune in to knowledge:
- How she structures her business and her week
- How to Help Her Mom Feel Comfortable With Finances kicked off the ‘Got Money Honey’ financial literacy program;
- His top tips for new brokers
And much more!
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