Planning tomorrow, today

Next week my new employment starts! The Wales arm of Broadway Financial Planning ( will be all steam ahead and new clients required!

Today I am planning my ‘tomorrows’ in a company that can offer a personal service, which will enable me to build a lifetime relationship with my clients. I am excited to be working  with individuals who run a financial planning company that I would want to be a client of.

So, I must dash to organise business cards, linked in / social network pages, post practicalities, telephone lines and stationary, all of which are vital for the future development of the business and brand.

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