Episode 054

Alfie and Jo on starting a firm within a firm specialising in tech entrepreneurs

Episode 054

In this episode we have Alfie Mullan and Jo Little, two rising stars in the financial planning profession. Alfie and Jo setup Eelah, a financial planning company for tech entrepreneurs just over a year ago after a powerful conversation.

They did it slightly differently though, they setup the firm as an appointed rep of Emery Little, where they also both work and Jo is the CEO.