Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his advice business, the evolution of the profession, staffing and growth challenges, use of technology, client relationships, and his plans for a gradual transition and legacy. Paul Brown LinkedIn: https://www.linkedin.com/in/paulbrowncfp/ Wealth 21 Website: https://wealth21.com.au/ Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/20241003 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/