Updated: Jul 8, 2020
Welcome to episode 23 of the Innovating Advice show.
I’m joined by Adele Martin, an award-winning CFP professional and Australia’s leading authority on financial advice for Gen X & Gen Y.
Adele has run her business virtually for the last five years and shares her six foundational tools for building a virtual practice.
We also chat about how she’s built such a successful business that she no longer takes on 1:1 clients and the importance of building your personal brand, even if you work in a large firm.
Adele Martin is a multi-award winning Certified Financial Planner professional and the founder of Firefly Wealth and The Savings Squad. She won the 2016 Independent Financial Adviser Excellence Award & Best Client Servicing Adviser. She’s Australia’s leading authority on financial advice for Gen X & Y having been featured in The Australian Financial Review, The Sydney Morning Herald, and Women’s Weekly.