Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

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. Joel Harty LinkedIn: https://www.linkedin.com/in/joel-harty/ Paulina Roncevic LinkedIn: https://www.linkedin.com/in/paulina-r-94ab7142/ Jacaranda Financial Planning Website: https://www.jacarandafp.com.au/ Heffron Website: https://www.heffron.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240730 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/