Engine Room Podcast #31 - Ben Calder and Ivana Sanzari

Ensombl Advice Australia

English - April 01, 2024 12:00 - 59 minutes - 82.3 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: AdviceTech Podcast #76 - Softphone & Telecomms Special

Next Episode: #439 Jackson Millan

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/