top of page

Episode 094

Surge Meeting with Sam Sloma

Episode 094

In this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner.

Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners – surge meetings.

bottom of page