Produced By: Ensombl
In this episode, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the operations of the practice, and how they grew success through a well-structured business model, open communication and collaboration among team members combined with understanding clients’ needs and preferences, leveraging technology, and building connections.
Accreditation Points Allocation:
Technical Competence 0.4
Client Care and Practice 0.3
Regulatory Compliance and Consumer Protection 0.2
Professionalism and Ethics 0.1
Total CPD Points: 1.0