Episode 97
Profit First - Annette Ferguson
I got a bit sick of only seeing my accountant once a year and only looking backwards. I never really planned for tax, felt guilty paying myself and felt disorganised. For me, it turned out the answer was to put profit first. I read the book, tried and failed myself then hired a new accountant (Annette) in January 2020 and haven't looked back.
Advisers Assemble - Lead Generation For Financial Services · annette ferguson
August 24, 202025m 8s
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Show Notes
I got a bit sick of only seeing my accountant once a year and only looking backwards. I never really planned for tax, felt guilty paying myself and felt disorganised.
For me, it turned out the answer was to put profit first.
I read the book, tried and failed myself then hired a new accountant (Annette) in January 2020 and haven't looked back. Brought to you by the team at The Lead Engine who specialise in
generating mortgage leads.
Topics
advisers assembleprofit firstannette fergusonfinancial services