Licensee Podcast Series #3 - Lifespan Financial Planning
<p>Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25102705-29590001<br /> 0.25 Client Care & Practice<br /> 0.50 Regulatory Compliance & Consumer Protection<br /> 0.25 Technical Competence</p> <p>In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company's family business roots, growth, culture, succession, technology choices, and strategies for supporting advisers and sustaining success in the evolving advice industry.</p> <p>Eugene Ardino LinkedIn: https://www.linkedin.com/in/eugene-ardino-a209b313/<br /> Lifespan Financial Planning Website: https://lifespanfp.com.au/</p> <p>Explore the road less travelled at https://ensombl.com/go/20251028</p> <p>General Disclaimer …
Ta epizoda še ni bila prepisana.
Uporabite STT.ai za transkripcijo te epizode z AI. Dobite natančno besedilo z odkrivanjem zvočnika, časovne oznake in izvoz v več formatih.