Advancements in Investment Strategy and Client Experience

In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David's career journey from banking to financial planning, the growth and evolution of his firm, its approach to business succession and ownership structure, and the challenges and opportunities currently facing the financial planning industry.

David Gibson LinkedIn: https://www.linkedin.com/in/david-gibson-5a99a618/ Priority Advisory Group Website: https://www.priorityag.com.au/ Captegra Website: https://www.captegra.com/

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