Move Your Business Forward Podcast

Navigating Wealth Creation and the Vitality of Strategic Financial Planning

In this episode Rob is joined by David Shepherd, esteemed Wealth Manager at Morrison Wealth and Industry Expert at International Leaders UK.

Together, they unravel the profound purpose behind wealth creation and delve into the often overlooked yet crucial realm of best-in-class financial planning. Join them as they shed light on the importance of this often underestimated process, offering valuable perspectives that bridge the gap between the urgent and the enduring in the journey towards financial prosperity.

 

Rob Boll
Rob
Boll
Founder & CEO