Working with Professional and Business Clients

Retirement Living Your Way · Apr 9, 2026 · 22m

In this episode, we introduce Darko Zigic, Director and Shareholder of RFS Advice, to discuss the nuances of advising professional and business clients. Darko and Troy explore the common characteristics of these clients, the financial issues they often face, and the key areas they may need to consider as their careers and businesses evolve.

The conversation also touches on the importance of collaborating with other professionals, such as accountants and lawyers, and practical ways to work effectively with clients who are busy and time poor. The focus is on clear communication, structured…