Episode 219: How Bookkeepers can work with a Financial Advisor

Find out your next step in bookkeeping.
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Jo Wood & Zoe Whitman will be joined by Tristan Johnson to talk about how bookkeepers can benefit from working closely with a financial advisor.

The information in this podcast episode is provided for informational purposes and is not advice.

In this episode we learn how working with a financial advisor can help your clients plan for their futures, potentially save money, and consider strategies to protect themselves and their businesses.

Resources:
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Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube.
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Book
Order your copy of our bestselling book
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About us
We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.
Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.
Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself.
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Connect
Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club

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The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.