New Business Opportunities In Corporate Financial Advice

This week we have an exceptional guest on the Financial Planner Life podcast; Oliver McDonald is a Financial Planner and Co-Founder/Director of Engage Wealth Management, experts in helping corporations take a deeper look at their finances, employee benefits packages and the future of their company. Oliver walks us step-by-step through his journey from starting out in personal banking, to moving across to Financial Advice, explaining the steps he took, what worked and what didn’t, and the...