Surge Meetings with Sam Sloma

Published: Feb. 2, 2021, 12:48 p.m.

b'

In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner.

Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings.\\xa0

Enjoy!

'