#441 Joel Gleeson and Paul Cupic

Ensombl Advice Australia

English - April 17, 2024 13:00 - 26 minutes - 29.6 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Engine Room Podcast #33 - Thabojan Rasiah

Next Episode: AdviceTech Podcast #79 - MoneyMind Profile

In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year.

Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/
Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/
First Financial Website: https://firstfinancial.com.au/

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