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Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey

Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey

Released Wednesday, 4th October 2023
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Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey

Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey

Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey

Ep 66: KPIs for growing your financial planning firm with Paul McCoubrey

Wednesday, 4th October 2023
Good episode? Give it some love!
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Tune in for an episode with Abraham Okusanya and his guest, Paul McCoubrey (Director & Financial Planner of Navigate IFA).


Paul sheds light on what Navigate IFA looks like today and where it all started, the importance of clients understanding the service you deliver and the significance of rationalising success. Don't miss out on this insightful episode!


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Adviser 3.0: The Podcast

The Adviser 3.0 Podcast (formally Retirementals) is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.

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