Kim Sare, Founder, Guided Financial

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/e1/f9/b6/e1f9b676-1447-704b-0c35-59ff276e6e22/mza_11902336547405408862.jpg/600x600bb.jpg

BD Talks

The BD Consultancy

51 episodes

5 days ago

A podcast released on a regular basis, featuring BD and marketing leaders talking candidly about their actions, responses, and plans within their industries. The speakers are from national and global professional services firms, from law and accounting to renewable energy and management consulting. Most are UK-based, although we also hear how our peers further afield (e.g., in the US and Asia) are navigating BD and marketing.

Marketing

Business

RSS

All content for BD Talks is the property of The BD Consultancy and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Marketing

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/39366516/39366516-1732702660808-9323654456a88.jpg

Kim Sare, Founder, Guided Financial

BD Talks

16 minutes 58 seconds

1 year ago

Kim Sare, Founder, Guided Financial

This month, our BD Talks podcast guest is Kim Sare, Chartered Financial Planner at Guided Financial. Kim walks us through her journey from establishing her first business, Parafinity, to founding Guided Financial, driven by a desire for fulfilment after a personal wakeup call.

Kim highlights the evolution of financial services, emphasising the importance of accessibility and mindset when seeking professional advice.

Also, learn what trends in digital marketing and client engagement are reshaping how financial services providers connect with clients, and how Kim’s commitment to ESG principles influences her approach.