Ep. 11 – Building a partnership practice in a tied environment and valuable lessons from the Financial Planner of the Year Competition with Henri le Grange
From the moment I met Henri le Grange, CFP® I was intrigued by the way they are building their practice, especially because it is inside a tied environment (not a franchise!) with a large well-known life assurance company. In 2018 Henri entered the prestigious Financial Planner of the Year Competition and was one of the…