Craig Kouimanis - Head of Paragem
Dean Holmes - TWN Partners
The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities.
This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.
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Craig Kouimanis - Head of Paragem
Dean Holmes - TWN Partners
The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities.
This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.
UncommonCents Episode 92: How CEO Run a Successful Financial Adviser Business- Balancing People, Process, Client and Profitability
UncommonCents
17 minutes 14 seconds
1 month ago
UncommonCents Episode 92: How CEO Run a Successful Financial Adviser Business- Balancing People, Process, Client and Profitability
CEO in Action: Leading with Strategy Dean Holmes & Craig Kouimanis break down the CEO’s real job in an advice business—aligning people, refining processes, connecting with clients, and driving financial health. It’s not about doing it all, it’s about doing what matters. 💼🔥
UncommonCents
Craig Kouimanis - Head of Paragem
Dean Holmes - TWN Partners
The role of licensees, coaching, mentoring, and business advice is changing. Participate in a fortnightly discussion about the financial planning industry's challenges and opportunities.
This is a great opportunity to hear from industry leaders who are providing services to Financial Planning firms.
