Engine Room Podcast #78 - Peter Monahan
<p>Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110221-59400001<br /> 0.75 Client Care & Practice<br /> 0.25 Technical Competence</p> <p>This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice's journey through succession planning, acquisitions, business integration, operational reforms, and the adoption of AI to drive growth, profitability, and a client-focused culture in advice.</p> <p>Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/<br /> EJM Advice Website: https://www.ejmadvice.com.au/<br /> Peter's Last Engine Room Podcast: https://ensombl.com/podcasts/engine5/<br /> Scaling Up: https://scalingup.com/book/<br /> Aspiriant Wealth Management: https://aspiriant.com/</p> <p>Visit …
Acest episod nu a fost încă transcris
Folosește STT.ai pentru a transcrie acest episod cu AI. Obțineți textul corect cu detectarea speaker, timelor orare și export în mai multe formate.