'My hero': Advisers reveal their biggest inspirations

Six advisers name their business heroes

Carmen Reichman
clock • 4 min read

Life in financial services can be shaped by many events along the way, but some are so profound they have a lasting impact. Our readers reveal who has influenced them the most

Financial advice can be a lucrative profession and one that is open to a degree of creativity. While some advisers choose to focus more on lifestyle planning, others see themselves in the role of bespoke wealth managers, building portfolios and aiming for big returns. What successful advisers have in common is they have a vision for what they want to achieve and then build the practices around it. Here advisers reveal who they have been inspired by the most and how it has helped them and their business:   Craig Palfrey - Certified financial planner, Penguin Wealth My busi...

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