Elizabeth has been working as a financial planner for about 6 years, but realises that without being a partner in the firm she works for, her earning potential is limited. However, she also realises that starting her own financial planning business will be hard without a known brand behind her.
Category Archives: case studies
Case Study 01
Making the call Daniel has been working hard for years, always putting in the extra hours to make sure the job is done properly. Unfortunately, every time he asks for a raise, his boss always has a way to shut down the conversation. Not enough money, margins are too tight, too much uncertainty. Pick an [...]