CMP Members’ Podcasts
Podcasts are trending. You will learn why from our CMP Excellence Program. Our first 50 podcasts were downloaded 10,000 times, and we get more than 100 downloads every 30 days. If you have won an award, you may like to be interviewed as a podcast professional. It is a great way to get your voice heard. You can also listen on Apple iTunes and Spotify.
Episode 57: Building Trust and Financial Success, Robert Surtees: Affinity Group Financial Services
In Episode 57 I talk to Robert Surtees from Affinity Group Financial Services. We delve into Robert's career journey, starting with his education in Product Design from Central St. Martin's College to his transition into financial planning. Robert discusses the importance of a client-centric approach, building trust, and his methodology in financial advising. We also touch upon his professional qualifications, the value of plain English in client communication, and the personal interests that enrich his professional life.