• 3 Steps Back - What Your Financial Adviser Really Does

  • 著者： Elaine Milne
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3 Steps Back - What Your Financial Adviser Really Does

著者： Elaine Milne
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  • This podcast hopes to dispel some of the myths around financial advisers and show the value of the role through the real life stories and experiences of a 25 year financial adviser.
    © 2023 3 Steps Back - What Your Financial Adviser Really Does
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あらすじ・解説

This podcast hopes to dispel some of the myths around financial advisers and show the value of the role through the real life stories and experiences of a 25 year financial adviser.
© 2023 3 Steps Back - What Your Financial Adviser Really Does
リーダーシップ 個人ファイナンス 経済学 絵本・児童書
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エピソード
  • Investment Risk & Reward

    Investment Risk & Reward
    2023/10/30

    Investments can be frightening. It's easy to think that all investments are risky and it's best to put your money under the mattress. Today, I'll explain investment risk, investment reward and investment volatility and I'll also tell you why you shouldn't put your money under the mattress!

    None of the content contained within these episodes constitutes financial advice of any kind. This podcast is separate and distinct to my role as Director of Milne Wealth Management Ltd, Appointed Representative of St. James's Place.
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    18 分
  • Client Stories

    Client Stories
    2023/10/15

    Meet Dr. & Mrs  Rogers. The story of how some compassion and understanding after the death of a client can make a difference with this generation and the next. 

    None of the content contained within these episodes constitutes financial advice of any kind. This podcast is separate and distinct to my role as Director of Milne Wealth Management Ltd, Appointed Representative of St. James's Place.
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    19 分
  • 3 Steps Back Introduction

    3 Steps Back Introduction
    2023/10/08

    This episode aims to explain the reason for establishing this podcast and and give a general overview of the benefit of having a financial adviser.

    None of the content contained within these episodes constitutes financial advice of any kind. This podcast is separate and distinct to my role as Director of Milne Wealth Management Ltd, Appointed Representative of St. James's Place.
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    6 分

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