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

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

Resources:
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