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Jo Morgan

How you know you've got the right advisor

How you know you’ve got the right advisor

How you know you’ve got the right advisor 1920 1080 Jo Morgan

Finding a good advisor / client fit is critical. Like any relationship – working or otherwise – you need to find common ground to develop…

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My advice to women wanting to progress in the financial advice industry

My advice to women wanting to progress in the financial advice industry 1920 1080 Jo Morgan

I think it’s fair to say that historically, financial advice has been a male-dominated industry. It’s less so here at Viridian, but our senior leadership…

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