Engine Room Podcast #47 - David Gibson

Aug 26, 2024

In this conversation with David Gibson, a seasoned Senior Financial Adviser at Priority Advisory Group, listeners gain insight into his transition from banking to financial planning. He discusses the evolution of business succession strategies, challenges in the industry, and the importance of specialization, particularly in aged care. David shares how personal anecdotes illuminate the dynamic nature of client relationships and operational efficiency in advisory firms. He also addresses the balance between profitability and community involvement, showcasing his firm's commitment to ESG initiatives.