

Engine Room Podcast #31 - Ben Calder and Ivana Sanzari
Apr 1, 2024
Financial professionals Ben Calder and Ivana Sanzari from Calder Wealth Management discuss their growth journey, family succession, evolving business structures, and scaling operations with a focus on people and community in this insightful podcast.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Evolution of a Family Business to Wealth Management Firm
02:10 • 23min
Utilizing Microsoft Teams and Tech Tools for Efficient Business Operations
25:28 • 7min
Exploring Supportive Work Environment and Flexible Working Structures
32:40 • 2min
Geographic Locations in South Australia and Business Acquisition in Barossa Valley
35:04 • 2min
Building a Strong Team and Fostering Growth
37:01 • 11min
B Corp Certification Process and Charitable Giving Policy Implementation
48:31 • 6min
Peer Support and Networking in Financial Planning Industry
54:21 • 5min