The Importance of a Valued Workforce in the Financial Profession - Ross Mackie

Financial Planner Life Podcast · Jul 8, 2021 · 45m · transcript

This week Elena is joined by Ross Mackie, Chartered Financial Planner at Woodgate Financial Planning (part of the Chesterton House Group). We cover Ross’s professional journey plus we focus on career progression and how employers could/should support this. Ross highlights the great work that Chesterton House are doing to invest in their staff and explains how this can be even more important than customer care. A loyal, happy workforce will always go above and beyond for their clients.

We cover:

How Ross became the financial planner that he is today

How he transitioned to financial advice from…