With a tagline like “Transforming human hamsters into action heroes” you know you’re in for a fun chat!
In this episode, I’m delighted to be joined by Peita Diamantidis who has an actuarial background and 20 years of experience in financial services but combines her quirky sense of humor and storytelling to empower the public to take charge of their finances.
Peita shares her great insights into why financial advisors haven’t had to be entrepreneurial, how you can go to comical lengths to narrow your niche (and the benefits of doing so!) and how to design your customer journey.
Links and show notes at https://innovatingadvice.com/post/episode38.)