Sharon Sutton on her transition to Financial Planning and Client Advisory Boards

Published: April 28, 2020, 11:05 a.m.

  • Her Background in Financial Services and why she setup her own firm
  • How she built a community in the Isle of Man
  • How she setup and leveraged a client advisory board
  • Why she ran for PFS President and her agenda for her year
  • Her thoughts on the future of Financial Planning
  • Why she thinks there aren\u2019t enough Female FPs
  • Her favourite resources