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19min chapter
Engine Room Podcast #47 - David Gibson
Ensombl Advice Australia
Navigating Business Transformation in Financial Advisory
This chapter explores the challenges and implications of transitioning from self-employment to a corporate structure within a financial advisory partnership. It discusses the importance of operational efficiency, employee benefits integration, and the role of technology such as Salesforce in enhancing client relationships. Additionally, the chapter highlights the need for cultural alignment and the development of talent within the industry, emphasizing the balance between independence and investor expectations.
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