• The Financial Planner's Playbook

  • 著者： LIA
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The Financial Planner's Playbook

著者： LIA
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  • LIA's podcast where we discuss the changing financial planning landscape in Ireland and its impact on the Financial Planning industry here.

    Hosted on Acast. See acast.com/privacy for more information.
    LIA
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あらすじ・解説

LIA's podcast where we discuss the changing financial planning landscape in Ireland and its impact on the Financial Planning industry here.

Hosted on Acast. See acast.com/privacy for more information.
LIA
経済学
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エピソード
  • The Financial Planner's Playbook

    The Financial Planner's Playbook
    2023/01/19
    This episode is hosted by Shaun O’Connor, Senior Consultant at Insight Private Clients and Mark Hedderman, CEO of Hedderman Financial Solutions. In this episode they’re chatting to Bernard Walsh about the current Investment landscape in Ireland and the impact this is having on the financial planning industry here. Bernard is Head of Pensions and Investments with Bank of Ireland and is currently lecturing on the Investment Management module of LIA’s Postgraduate Diploma in Financial Planning. In this episode Shaun, Mark and Bernard will also discuss the impact that having LIA’s SIA designation has had on their careers and their client relationships. We hope you enjoy it!

    Hosted on Acast. See acast.com/privacy for more information.
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    15 分
  • The Financial Planner's Playbook

    The Financial Planner's Playbook
    2023/01/15
    This episode is hosted by Mark Hedderman, CEO of Hedderman Financial Solutions and Shaun O’Connor, Senior Consultant at Insight Private Clients. Today they’re chatting to James Skehan, about the current retirement planning landscape in Ireland and the impact this is having on the financial planning industry here. James has over 40 years of pension industry experience and is currently lecturing on the Retirement planning module of LIA’s Postgraduate Diploma in Financial Planning. In this episode Mark, Shaun and James will also discuss the impact that having LIA’s RPA designation has had on their careers and their client relationships. We hope you enjoy it!

    Hosted on Acast. See acast.com/privacy for more information.
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    17 分
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