Engine Room Podcast #29 - Bree Stevens

Ensombl Advice Australia

English - December 04, 2023 12:00 - 1 hour - 75 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: Investment Podcast #5 - Investment Committees

Next Episode: #426 Aaron Kane

Bree is the General Manager at Blueprint Wealth. She and Andrew discuss how she's grown her practice over twenty-two years through defining roles, nurturing staff, and focusing on how to best serve their clients.

Bree Stevens LinkedIn: https://www.linkedin.com/in/bree-stevens-78969b34/
Blueprint Wealth Website: https://www.bpwealth.com.au/

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