Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

This week, Andrew is joined by Peter Monahan, CEO at EJM Financial Services. They discuss how the practice has evolved over the years, how to manage the cultural integration of acquiring a business, and Peter's vision for the evolution of financial planning practices in Australia. Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/ EJM Website: https://www.ejm.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230502 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/