Rowan Jackson


Promising Outcomes

The latest articles from Rowan Jackson

Wealth Solutions & Wealth Planning

Client Loyalty: Are You Getting it Wrong? Recently, we had an interesting conversation with a client, a high net worth individual (HNWI) and a client of several private banks. He recently sold his company to another financial services business. He is still the CEO. In mid-2020, after COVID caused a total collapse of revenue, he turned the c....