HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
…
continue reading
MP3•Episode home
Manage episode 464715657 series 3618511
Content provided by MyBeginnings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MyBeginnings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
The Problem with Factfinding – Factfinding is the foundation of financial advice, but is it always done right? In this episode, we uncover the common pitfalls in factfinding, from box-ticking exercises to missing crucial client details. Are advisers truly getting to the heart of their clients' needs, or is the process just another compliance burden? Join us as we explore how to make factfinding more meaningful, effective, and client-focused.
21 episodes