Latest / Financial Planner Life Podcast
Rose Was Offered to Buy the Financial Advice Firm She Joined at 18, She Started Her Own Instead!
Learn more about The Openwork Partnership
How do you move from employed administrator and paraplanner to self-employed financial adviser, business owner and appointed representative of The Openwork Partnership?
In this Financial Planner Life podcast, Sam Oakes speaks with Rose Hawkins, founder of Pebble Rose Wealth, about financial adviser training, self-employment and building a financial planning business within The Openwork Partnership network.
Rose joined the first Openwork Partnership Route to Principal cohort intending to buy the practice she had worked in since she was 18. A succession…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.