How a seasoned adviser found purpose, profit, and personal fulfilment as a holistic wealth planner. “I didn’t know this was even possible.”That’s what Alex (name changed) told us when we first connected. After nearly three decades in financial services as a Chartered Financial Planner, Alex had spent a career focused on compliance, personal advice, and … Continue reading 💼 From Delegator’s Intermediary to Empowered: Reimagining a Financial Planner’s Career in 90 Days →