Episode 52 How can working with an IFA improve our clients businesses?

The Bookkeepers' Podcast

English - February 18, 2021 10:18 - 51 minutes - 70.9 MB - ★★★★★ - 6 ratings
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Previous Episode: Episode 51-How Bookkeepers’ can protect themselves and their clients

Next Episode: Episode 53 -Everything you need to know about Bookkeepers' Boost Week

17/2/21 Episode 52

Today on the podcast Jo Wood & Zoe Whitman were joined by Rebecca Robertson, Multi Award winning* business owner and Independent Financial Adviser, author of 5 star review Financial Planning book, TedX speaker with thousands of downloads and podcast host.

Rebecca has 21 years’ experience in financial services and 10 years of running her own business. Building a team of advisers and support roles to grow the company, reaching six figures with 5 star client reviews – The Times Vouched for Top Adviser. Quoted and expert panel for Financial Times – Adviser section and many other industry press, spoke on BBC and BBC Radio Kent.
Rebecca says, " I believe the world will become a safer and more ethical place when women become empowered with their money, creating a legacy for themselves and their families."
(*winner of Financial Adviser of the year Women in Finance awards, winner Role Model of the Year Women in Financial Advice Awards, Winner Customer Service Award – Kent Women in Business)

They discussed How working with an IFA can help improved our clients businesses.

They covered:

* What an IFA does
* How IFA's can help your bookkeeping clients
* How bookkeepers' and IFA's can work together
* How bookkeepers' can find like minded IFA's to connect with

For more information on our courses please visit : https://6figurebookkeeper.thinkific.com/collections

Join us on Facebook in The 6 Figure Bookkeepers Club - https://www.facebook.com/groups/6figurebookkeeper, we will be running our next Free Bootcamp 22nd March-28th March, sign up here: https://www.6figurebookkeeper.com/bootcamp

Connect with Jo Wood at www.linkedin.com/in/jowood1
Connect with Zoe Whitman on Instagram _zoewhitman

Or find them in Clubhouse:
@jowood
@zoewhitman

Rebecca mentioned her Wealth Accelerator planner which is coming soon in March and will be available to purchase on Amazon.
Rebecca is running a challenge in her Facebook group on 15th March, so don't miss it!
Here's a link to her website: https://evolutionfinancialplanning.co.uk