The Achieve Podcast - Episode Five - Carla Brown - Financial Planner & PFS President

This podcast features an interview with Carla Brown, a Chartered financial Planner and president of the Personal Finance Society. Carla discusses her client-focused business model, emphasising the importance of building trust and long-term relationships. She highlights the challenges of balancing client needs with regulatory compliance and the need for open communication. The conversation also touches on leadership, particularly supporting women in the financial services industry, and the importance of training and development for future financial advisors. Finally, Carla shares her views on the future of the profession and the role of professional bodies like the PFS in shaping it.

 

Links for further information about the following topics discussed:

Oakmere Wealth Chartered Graduate Pathway

Personal Finance Society

Get in touch with achieve.

Visit the Achieve website tor contact Andy McBride to arrange a chat and see how achieve can help you and your business.