Holdaway was one of the first Chartered Financial Planners in the United Kingdom. Dealing with a chartered financial planner means dealing with a highly qualified advisor. It also means they go through and on-going CDP (Continuous Development Program) to be 100% up-to-date.
Selling wealth management is not so much about selling according to Holdaway. He successfully built his business in the UK by working with connectors such as accountants, tax advisors, and lawyers.
One of his recommendations is to join an English business networking groups, such as BTB Club, in your area. In fact, networking has always been part of his CDP requirement / strategy. So if you want to really grow professionally engaging in meaningful conversations with other business owners will have a powerful effect in your progress.
If you want to be interviewed on this podcast or come and visit to be able to network with likeminded entrepreneurs in English, write now to email@example.com