Licensee Podcast Series #7 - Shartru Wealth

This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, the origins and philosophy of Shartru Wealth as a licensee, how their “Shartru Way” best‑of‑breed model, technology, and back‑office support help small advice firms run profitable, client‑centric businesses.