Terence Tobin started building the practice of his dreams from the ground up. He is very clear on what he does and who he serves: He helps young families make sense of their financial needs and ensure they are able to provide for themselves and their kids.
Wow. Clarity is everything! And not only that, he built his practice around a fee-based model that works for him and his clients.
Terence has also been featured on radio and television and he has his own podcast.
In today’s episode, Francois du Toit talks with Terence about his journey, the fact that fee-based planning is happening, and why all Independent Financial Advisers must offer this as part of their proposition.
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