Simply Navigating Complexity with Lara Warburton

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In this episode, we interview Lara Warburton, the FPI Financial Planner of the Year for 2023 and Managing Director of Integral Wealth Management. With 31 years of experience in financial services and 24 years as an independent financial planner, Lara shares her insights on the importance of independent financial advice, professionalism, and navigating an increasingly complex environment.
Lara discusses her journey in the financial planning industry, the value of networks like PROpulsion, and the role of mentorship in upskilling young advisers. She also shares practical client stories and emphasizes the importance of simple, effective solutions in financial planning.
Join us to gain valuable insights from Lara Warburton on how to stay current, provide capable advice, and support the next generation of financial planners.
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Capítulos

1. Simply Navigating Complexity with Lara Warburton (00:00:00)

2. Financial Planning Independence and Entrepreneurship (00:00:06)

3. Professional Involvement and Independence (00:07:17)

4. Navigating Independence in Financial Planning (00:11:39)

5. Financial Planning Mentorship and Continuous Learning (00:16:58)

6. Developing a Culture of Care (00:26:25)

7. End of Podcast Episode Wrap-Up (00:32:40)