Lessons learnt from 2020 with Financial Adviser, Ben Graham from Blue Summit Financial Solutions

10/12/2020 10 min
Lessons learnt from 2020 with Financial Adviser, Ben Graham from Blue Summit Financial Solutions

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Episode Synopsis

Bronwyn Yates, Head of Business Solutions chats with Ben Graham from Blue Summit Financial Solutions. They discuss lessons learnt from 2020, insights on how Ben interacted with clients this year and what lessons we can take from 2020 into 2021.

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