• The Financial Planner's Playbook

  • 2023/01/19
  • 再生時間： 15 分
  • ポッドキャスト

The Financial Planner's Playbook

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  • 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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あらすじ・解説

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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