Gretchen Betts: Internal Succession Story for Advisers
You can also listen to the episode on Spotify and Apple Podcasts.
In this episode:
Abraham chats to Gretchen Betts, owner of Magenta, covering:
Where she started out, from non-academic to Financial Planner
Conditioning of the education system
The figures, team and clients behind Magenta Financial Planning
The challenge of people
Magenta’s management buyout & the process behind it
How to not be a frustrated successor
What’s next?
Who is Gretchen Betts?
Gretchen is both a Certified and Chartered Financial Planner. In 2016 Gretchen set up Magenta Financial Planning in South Wales.
Gretchen is passionate about attracting more women to Financial Planning as a profession and breaking down the taboos associated with women talking about, and understanding, how to manage their own money and their future.
Where to find Gretchen:
LinkedIn: Gretchen Betts
Twitter: @planning_angel
Gretchen will also be speaking at Adviser 3.0 - you can get your ticket here.
