What makes a great financial advice offering and how do you build a thriving business? We’ve distilled it down to three key elements which we believe you need to get right to see any level of success. We call it the three P’s: Plan, Product, Profit.
In episode #2 of our new podcast series, Ben Nash sits down with Andrew Debono – the principal Adviser and Director behind brand new business Peak Wealth Management – to unpack the exact steps Andrew took during the planning phase of setting up his business.
Episode Resources:
Peak Wealth Management - https://www.peakwm.com.au/
Andrew Debono LinkedIn - https://www.linkedin.com/in/andrewdebono/
General Disclaimer – https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.