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Unlock Growth, AI & M&A with Quality Data #3

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Manage episode 499841269 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group and Stu Alsop, Director of Sales at Intelliflo Australia. They discuss how data quality, readiness, and effective dashboard tools are critical for maximising valuation and ensuring successful mergers and acquisitions in advice practices.

Mitch Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://www.centralcoastfpg.com.au/ Stu Alsop LinkedIn: https://www.linkedin.com/in/stu-alsop-5505963b/ Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/

This episode is proudly sponsored by Intelliflo: https://ensombl.com/go/20250813

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

1089 episodes

Artwork
iconShare
 
Manage episode 499841269 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group and Stu Alsop, Director of Sales at Intelliflo Australia. They discuss how data quality, readiness, and effective dashboard tools are critical for maximising valuation and ensuring successful mergers and acquisitions in advice practices.

Mitch Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://www.centralcoastfpg.com.au/ Stu Alsop LinkedIn: https://www.linkedin.com/in/stu-alsop-5505963b/ Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/

This episode is proudly sponsored by Intelliflo: https://ensombl.com/go/20250813

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

1089 episodes

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