Go offline with the Player FM app!
Licensee Podcast Series #3 - Lifespan Financial Planning
Manage episode 515914480 series 1398082
Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25102705-29590001 0.25 Client Care & Practice 0.50 Regulatory Compliance & Consumer Protection 0.25 Technical Competence
In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company's family business roots, growth, culture, succession, technology choices, and strategies for supporting advisers and sustaining success in the evolving advice industry.
Eugene Ardino LinkedIn: https://www.linkedin.com/in/eugene-ardino-a209b313/ Lifespan Financial Planning Website: https://lifespanfp.com.au/
Explore the road less travelled at https://ensombl.com/go/20251028
General Disclaimer – https://www.ensombl.com/disclaimer/
1113 episodes
Manage episode 515914480 series 1398082
Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25102705-29590001 0.25 Client Care & Practice 0.50 Regulatory Compliance & Consumer Protection 0.25 Technical Competence
In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company's family business roots, growth, culture, succession, technology choices, and strategies for supporting advisers and sustaining success in the evolving advice industry.
Eugene Ardino LinkedIn: https://www.linkedin.com/in/eugene-ardino-a209b313/ Lifespan Financial Planning Website: https://lifespanfp.com.au/
Explore the road less travelled at https://ensombl.com/go/20251028
General Disclaimer – https://www.ensombl.com/disclaimer/
1113 episodes
Усі епізоди
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.