PLAY PODCASTS
#452 Rachael Holder

#452 Rachael Holder

Ensombl Advice Australia · Ensombl

July 3, 202432m 12s

Audio is streamed directly from the publisher (episode.flightcast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients' motivations beyond finances.

Rachael Holder LinkedIn: https://www.linkedin.com/in/rachaelholder09/ Tribeca Financial Website: https://www.tribecafinancial.com.au/

Register for the All Licensee PD Day on November 26th at ensombl.com/ALPD

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/