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S3E4 PY Insights with Danielle Waugh
Manage episode 451209859 series 3591847
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This week, Jordan and Nathan speak with Danielle Waugh - Advice Education Manager from TAL's Risk Academy - about:
- TAL's commitment and contribution to the PY process
- Insights she's found from working with multiple practices, across multiple licensees
- Why some of the terminology can be a little bit misleading
This is a really interesting discussion because Danielle does a great job in providing a macro, functional view of the on-the-ground reality of the PY across the profession.
Additional Information:
TAL's PY Manager and Support Info
Nathan:
Jordan:
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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