The value of advice: Hiding in plain sight
Consumers and would-be clients don’t know what they don’t know. Yet those who’ve experienced advice know its true value.
Jo Wall – Rewiring advice for the next generation
Jo Wall is the founder of Joyful Wealth, a financial planning business built with a distinct purpose: to provide financial support to those traditionally excluded by wealth management’s asset thresholds. Prior to launching her firm, Jo worked at a company that prioritised financial wellbeing and client-centric planning — an approach she embraced but ultimately found […]