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#456 Paul Benson

Ensombl Advice Australia

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Evolving Financial Advisory and Podcast Strategies

This chapter explores the transformation of a financial advisory practice as it transitions to a broader national reach through digital tools like Zoom and Teams. It also outlines the adaptive journey of a podcast series, detailing changes in format and content strategy driven by listener feedback and data analysis. Additionally, the chapter highlights the positive effects of podcasting on client engagement and the importance of effective financial modeling in delivering tailored service.

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