Latest / Financial Planner Life Podcast
Business Management for Financial Planners - Lucy Byrom
We have Elena hosting the podcast again this week and speaking with Lucy Byrom, Director of Fusion Business Management.
Lucy has taken a unique approach to a career within the Financial Planning profession. Coming into it as an apprentice straight from secondary school, she spent years immersed in the profession before taking exams to become a Paraplanner. But after multiple retakes she conceded Paraplanning wasn’t for her. But how do you stay in and progress through a profession you love without the “fundamental” building blocks?
In this episode we find out exactly how Lucy did just that…
The skinny
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