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0.25 Technical Competence
0.25 Client Care and Practice
0.25 Professionalism and Ethics
Izzy is the co-founder of Henry Advisory, a newly launched advice firm focused on “High Earners, Not Rich Yet” (HENRYs). He and James discuss why he left a high-performing career advising ultra-high-net-worth clients to build a business serving ambitious professionals, the psychology of feeling “rich”, and his mission to provide values-driven, lifestyle-focused advice in a market crowded by property spruikers and sales-driven models.
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