In this episode we have Alfie Mullan and Jo Little, two rising stars in the financial planning profession. Alfie and Jo setup Eelah, a financial planning company for tech entrepreneurs just over a year ago after a powerful conversation.
They did it slightly differently though, they setup the firm as an appointed rep of Emery Little, where they also both work and Jo is the CEO.
We hear their story in the profession and the how they have advanced along with the challenges of setting up a new business which is extremely candid and where they want to go next in their careers and with Eelah.
This is a great episode.