Nicola Crosbie | "Its All About the Client, Not You.."

“It’s all about the client, not about you…” Hazel and Wayne are joined by Nicola Crosbie, Chartered Financial Planner and owner of Moran Wealth Management, for episode number three.
As professionals in the financial industry, what more can we be doing to ensure our clients feel empowered with their finances? Nicola voices her views on why she feels she is a “coach” to her clients and how to build a successful client relationships.
Nicola believes we have the gift of knowledge that can help us give our clients power over their financial choices. Nicola shares why she feels a good match between adviser and client is essential in order to build a successful rapport and deeper relationship with clients.