Financial Planning Industry and Succession
Philip Volk owns and operates several businesses – financial planning, coaching and BPO. His 20 years of experience with financial planning firms provides some interesting insights into the industry, its recent challenges and the best strategies for success going forward.
Philip owns and operates Horizons Wealth, a successful financial planning business in Victoria that’s been around for 15 years. He has also coached over 200 advice and accounting businesses and is the co-founder of a successful paraplanning business in Sri Lanka. He has deep experience and insights across the wealth space and has contributed back to his profession through several board positions.