Charlotte unpacks the differences between being on the product provider side of the financial services sector and the advice side, how her understanding of client needs has evolved, and the expertise she can transfer across.
Tune in to hear:
- How Falcon is planning to accelerate its growth strategy with the “Falcon engine”.
- What the biggest challenges of shifting to a whole new side of the industry are.
- How the firm is applying better processes, technology, and structured pathways for the next generation of advisers.
