Members’ Podcasts
Podcasts are our members’ digital introduction to who they are and what they do for their clients. Below are our members’ podcasts which can also be heard on Apple iTunes or 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.