Podcast: Adviser 3.0: The Podcast
Episode: Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips
Pub date: 2023-06-21

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This podcast episode is led by two wildly successful financial planners, Paul Cleworth and Warren Shute, who themselves are walking the walk by creating bigger, better futures for their teams and clients. From client acquisition to marketing and team building, they will let you in on their playbook for creating a million pound solo practice.

The session is moderated by Timeline’s very own Kate Phillips and provides meaningful discussion and an interactive Q&A to fuel your growth with ideas and practical tips.

Recorded at Adviser 3.0: Change Agents.

The podcast and artwork embedded on this page are from Abraham Okusanya, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips 37:15 Share

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Ep 58: The Million Pound Solo Practice with Paul Cleworth, Warren Shute & Kate Phillips