Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat about their growth journey over fifty years through family succession, evolving business structures, and scaling operations with a focus on people and community. Calder Wealth Management Website: https://www.calderwm.com.au Ben Calder LinkedIn: https://www.linkedin.com/in/benicalder/ Ivana Sanzari LinkedIn: https://www.linkedin.com/in/ivana-sanzari-abb03033/ Herbers Diamond Structure: https://www.herbersandcompany.com/diamond-teams Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240402 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/