Ben Marshan
4 Podcast Episodes
119: Special: FPA Video SOA Soapbox Set to the Rescue with Ben Marshan
119: Special: FPA Video SOA Soapbox Set to the Rescue with Ben Marshan
How well do clients understand their financial plans? Financial planners create text document on Statement of Advice to ... Read more
18 Aug 2022
•
35mins
Discover the Future of SOA's with Jason Andriessen & Ben Marshan
Discover the Future of SOA's with Jason Andriessen & Ben Marshan
The Statement of Advice or SOA is a document that outlines recommendations of a financial planner or adviser to a client... Read more
20 Jan 2020
•
48mins
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#33 How We Can Make Advice Better with Ben Marshan
#33 How We Can Make Advice Better with Ben Marshan
Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan. In this weeks XY Live Forum we'r... Read more
7 Jun 2017
•
59mins
#33 How We Can Make Advice Better with Ben Marshan
#33 How We Can Make Advice Better with Ben Marshan
Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan. In this weeks XY Live Forum we'r... Read more
7 Jun 2017
•
59mins
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